Plan Snapshot
- Plan Sponsor: Int'L Union Of Operating Engineers Local 25 Marine Division Annuity Pl
- Sponsor EIN: 113041922
- Sponsor Address: 461 STATE ROUTE 33, MILLSTONE TOWNSHIP, NJ, 085358102
- Plan Type: DC
- Total Participants: 1,366
- Total Assets: $102.1M
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 | 1,366 | $102.1M | $3.6M | $3.6M |
| 2023 | 1,299 | $93.2M | $4.3M | $4.0M |
| 2022 | 1,191 | $82.1M | $3.2M | $4.4M |
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 |
|---|---|---|---|---|
| MILLIMAN | NONE | $141,551 | — | $141,551 |
| INVESCO TRUST COMPANY | NONE | $121,041 | — | $121,041 |
| COHEN WEISS & SIMON | SERVICES RELATED PLANS | $103,333 | — | $103,333 |
| INVESTMENT CONSULTING SERVICES, LLP | SERVICES RELATED PLANS | $42,800 | — | $42,800 |
| WEAVER AND TIDWELL LLP | SERVICES RELATED PLANS | $33,708 | — | $33,708 |
| MATRIX TRUST COMPANY | NONE | $21,554 | — | $21,554 |
| SEGAL | SERVICES RELATED PLANS | $13,772 | — | $13,772 |
| MEGHAN BRODOWSKI | SERVICES RELATED PLANS | $5,111 | — | $5,111 |
| KRISTI FENNELL | SERVICES RELATED PLANS | $5,010 | — | $5,010 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — NONE
- WEAVER AND TIDWELL LLP — SERVICES RELATED PLANS
- MATRIX TRUST COMPANY — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $487,880
- Estimated Expense Ratio: 0.478% 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 | $541,478 | $187,245 | $141,551 | $33,708 | — |
| 2023 | $492,646 | $186,921 | $151,015 | $36,821 | — |
| 2022 | $753,307 | $184,669 | $140,076 | — | $66,504 |