# I.A.T.S.E. Local Union No 51 401(k) Plan
Source: https://planprovider.pro/companies/i-a-t-s-e-local-union-no-51-401k-plan

> I.A.T.S.E. Local Union No 51's 401(k) plan: 678 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** I.A.T.S.E. Local Union No 51

- **Sponsor EIN:** 741389651

- **Sponsor Address:** PO BOX 403, HOUSTON, TX, 77001

- **Plan Type:** 401(k)

- **Total Participants:** 678

- **Total Assets:** $20.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|678|$20.8M|$1.1M|$142,728|

| 2023|644|$18.7M|$1.1M|$142,047|

| 2022|398|$16.4M|$945,342|$130,334|

## 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|

| I.A.T.S.E. LOCAL UNION NO. 51|FUND OFFICE|$62,000|—|$62,000|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$31,714|—|$31,714|

| PORTFOLIO ADVISORY COUNCIL LLC|INVESTMENT ADVISOR|$27,340|—|$27,340|

| FRIERSON, SOLA, SIMONTON & KUTAC, P|AUDITOR|$11,640|—|$11,640|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $132,694

- **Estimated Expense Ratio:** 0.637% 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|$80,820|$31,760|—|—|—|

| 2023|$86,265|$28,320|—|—|—|

| 2022|$82,380|$26,341|—|—|—|

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