# Committee Of The Retail Wholesale & Department Store Union Afl-Cio DC Plan
Source: https://planprovider.pro/companies/committee-of-the-retail-wholesale-department-store-union-afl-cio-plan

> Committee Of The Retail Wholesale & Department Store Union Afl-Cio's DC plan: 95 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/committee-of-the-retail-wholesale-department-store-union-afl-cio-plan)

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