# District 1199j Training & Development Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/district-1199j-training-development-fund-222858377-501

> District 1199j Training & Development Fund's Health & Welfare plan: 3,469 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** District 1199j Training & Development Fund

- **Sponsor EIN:** 222858377

- **Sponsor Address:** 9-25 ALLING STREET, NEWARK, NJ, 07102

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 3,469

- **Total Assets:** $1.2M

## 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|3,469|$1.2M|$633,695|$0|

| 2023|3,549|$1.0M|$575,241|$0|

| 2022|3,979|$629,086|$539,096|$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|

| STEPHANIE HARRIS KUPIER|Other Service Provider|$182,372|—|$182,372|

| ALEXIS FRANCIS|Other Service Provider|$103,812|—|$103,812|

| MARK KUPIER|Other Service Provider|$63,955|—|$63,955|

| ADERONKE ADEYEMI|Other Service Provider|$43,123|—|$43,123|

| LUIS LEBRON|Other Service Provider|$41,200|—|$41,200|

| NOVAK FRANCELLA LLC|Auditor|$12,000|—|$12,000|

| PAYCHEX INC|Recordkeeper|$9,145|—|$9,145|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

- [PAYCHEX INC](https://planprovider.pro/provider/paychex) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $455,607

- **Estimated Expense Ratio:** 38.354% 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|$1,020,676|—|—|$12,000|—|

| 2023|$984,086|—|—|$12,000|—|

| 2022|$919,662|—|—|—|$12,000|

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