Plan Snapshot
- Plan Sponsor: Board Of Trustees Twu Local 100 Health Fund
- Sponsor EIN: 476448861
- Sponsor Address: 195 MONTAGUE STREET, BROOKLYN, NY, 11201
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 37,746
- Total Assets: $24.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 37,746 | $24.2M | $22.0M | $8,000 |
| 2023 | 37,518 | $21.0M | $21.0M | $25,122 |
| 2022 | 36,763 | $17.2M | $19.8M | $10,964 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TWU LOCAL 100 | Other Service Provider | $74,369 | — | $74,369 |
| HEALTHPLEX INC | Other Service Provider | $52,377 | — | $52,377 |
| DENTAL PAY PLUS | Other Service Provider | $36,320 | — | $36,320 |
| GENERAL VISION SERVICES LLC | Other Service Provider | $34,332 | — | $34,332 |
| NOVAK FRANCELLA, LLC | Auditor | $22,600 | — | $22,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $219,998
- Estimated Expense Ratio: 0.909% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $220,386 | — | $36,320 | $22,600 | — |
| 2023 | $175,075 | — | $49,620 | $22,500 | — |
| 2022 | $173,175 | — | $71,520 | — | $19,908 |