Plan Snapshot
- Plan Sponsor: Board Of Trustees U.A.W. Local 2179
- Sponsor EIN: 133993300
- Sponsor Address: 629 FIFTH AVENUE, PELHAM, NY, 10803
- Plan Type: DC
- Total Participants: 467
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 467 | $4.5M | $135,771 | $99,034 |
| 2023 | 438 | $4.4M | $129,722 | $97,589 |
| 2022 | 435 | $4.0M | $131,317 | $117,429 |
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 |
|---|---|---|---|---|
| GOULD, KOBRICK & SCHLAPP, P.C. | Auditor | $14,500 | — | $14,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GOULD, KOBRICK & SCHLAPP, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,500
- Estimated Expense Ratio: 0.324% 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 | $74,216 | $435 | $29,413 | $14,500 | — |
| 2023 | $61,491 | $411 | $29,304 | $14,500 | — |
| 2022 | $80,250 | $402 | $31,599 | — | $28,600 |