Plan Snapshot
- Plan Sponsor: Dept Store Drivers Warehousemen Helpers Local 177 Union
- Sponsor EIN: 510141542
- Sponsor Address: 282 HILLSIDE AVE, HILLSIDE, NJ, 072051803
- Plan Type: DB
- Total Participants: 17
- Total Assets: $14.6M
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 | 17 | $14.6M | $588,000 | $0 |
| 2023 | 17 | $12.8M | $636,000 | $0 |
| 2022 | 16 | $11.7M | $684,000 | $0 |
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 |
|---|---|---|---|---|
| MSPC CPAS & ADVISORS, P.C. | Auditor | $25,216 | — | $25,216 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MSPC CPAS & ADVISORS, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,216
- Estimated Expense Ratio: 0.173% 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 | $230,639 | $83,710 | — | $25,216 | — |
| 2023 | $217,975 | $84,642 | — | $24,152 | — |
| 2022 | $245,989 | $110,229 | — | — | $89,176 |