# Int'L Union Of Operating Engineers Local 25 Marine Division Annuity Pl DC Plan
Source: https://planprovider.pro/companies/int-l-union-of-operating-engineers-local-25-marine-division-annuity-pl-plan

> Int'L Union Of Operating Engineers Local 25 Marine Division Annuity Pl's DC plan: 1,366 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/milliman) — NONE

- [WEAVER AND TIDWELL LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — SERVICES RELATED PLANS

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — 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|

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