Plan Snapshot
- Plan Sponsor: Board Of Trustees - Umwa Cash Deferred Savings Plan Of 1988
- Sponsor EIN: 526377947
- Sponsor Address: 2121 K STREET N.W. SUITE 350, WASHINGTON, DC, 200371879
- Plan Type: DC
- Total Participants: 2,247
- Total Assets: $234.8M
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 | 2,247 | $234.8M | $11.2M | $3.2M |
| 2023 | 1,622 | $215.5M | $12.1M | $3.6M |
| 2022 | 1,587 | $190.3M | $12.2M | $3.7M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $173,547 | — | $173,547 |
| 1974 PENSION TRUST | Other Service Provider | $81,292 | — | $81,292 |
| PRUDENTIAL RET INS & ANNUITY CO | Other Service Provider | $54,794 | — | $54,794 |
| WITHUMSMITH+BROWN | Auditor | $35,458 | — | $35,458 |
| MARSH USA, INC | Investment Advisor | $26,925 | — | $26,925 |
| KELLY PRESS INC | Other Service Provider | $5,923 | — | $5,923 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN — Auditor
- MARSH USA, INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $377,939
- Estimated Expense Ratio: 0.161% 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 | $405,961 | — | — | $35,458 | — |
| 2023 | $367,201 | — | — | $35,540 | — |
| 2022 | $444,406 | — | — | — | $38,298 |