Plan Snapshot
- Plan Sponsor: Committee Of The Retail Wholesale & Department Store Union Afl-Cio
- Sponsor EIN: 516041432
- Sponsor Address: 370 7TH AVENUE SUITE 501, NEW YORK, NY, 100013967
- Plan Type: DC
- Total Participants: 95
- Total Assets: $35.7M
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 | 95 | $35.7M | $1.3M | $691,459 |
| 2023 | 101 | $36.8M | $1.4M | $733,041 |
| 2022 | 103 | $31.4M | $1.4M | $691,358 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $30,472 | — | $30,472 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,472
- Estimated Expense Ratio: 0.085% 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 | $95,698 | $38,118 | — | $30,472 | — |
| 2023 | $109,586 | $36,882 | — | $38,357 | — |
| 2022 | $112,716 | $69,838 | — | — | $34,855 |