Plan Snapshot
- Plan Sponsor: International Longshoremen'S Association Local 2038
- Sponsor EIN: 351540931
- Sponsor Address: 6031 MELTON RD, PORTAGE, IN, 46368
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 272
- Total Assets: $780,790
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 | 272 | $780,790 | $5.7M | $0 |
| 2023 | 286 | $765,082 | $5.8M | $0 |
| 2022 | 267 | $759,634 | $5.5M | $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 |
|---|---|---|---|---|
| COSTIN, HAMMEL & LEAKE, L.L.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $52,161 | — | — | — | — |
| 2023 | $42,348 | — | — | — | — |
| 2022 | $48,996 | — | — | — | $605 |