Plan Snapshot
- Plan Sponsor: International Union, Uaw
- Sponsor EIN: 380679801
- Sponsor Address: 8000 EAST JEFFERSON, DETROIT, MI, 482143963
- Plan Type: 401(k)
- Plan Number: 006
- Total Participants: 0
- Total Assets: $1.2B
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 | 0 | $1.2B | $0 | $0 |
| 2023 | 0 | $1.2B | $0 | $0 |
| 2022 | 0 | $1.1B | $0 | $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 |
|---|---|---|---|---|
| SEGAL MARCO ADVISORS | Other Service Provider | $520,000 | — | $520,000 |
| JP MORGAN INVESTMENT MANAGEMENT | Recordkeeper | $479,331 | — | $479,331 |
| STATE STREET GLOBAL ADVISORS TRUST | Other Service Provider | $194,864 | — | $194,864 |
| STATE STREET BANK AND TRUST CO | Other Service Provider | $189,883 | — | $189,883 |
| PACIFIC INVESTMENT MANAGEMENT CO | Other Service Provider | $164,164 | — | $164,164 |
| PRUDENTIAL INSURANCE CO | Recordkeeper | $156,052 | — | $156,052 |
| WESTERN ASSET MANAGEMENT COMPANY | Other Service Provider | $155,263 | — | $155,263 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN INVESTMENT MANAGEMENT — Recordkeeper
- PRUDENTIAL INSURANCE CO — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,859,557
- Estimated Expense Ratio: 0.154% 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 | $1,864,369 | $1,674,485 | — | — | — |
| 2023 | $1,931,505 | $1,730,528 | — | — | — |
| 2022 | $2,574,664 | $2,401,604 | — | — | — |