Plan Snapshot
- Plan Sponsor: International Union, Uaw
- Sponsor EIN: 380679801
- Sponsor Address: 8000 EAST JEFFERSON, DETROIT, MI, 482143963
- Plan Type: DC
- Total Participants: 602
- Total Assets: $212.8M
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 | 602 | $212.8M | $4.6M | $6.4M |
| 2023 | 543 | $197.1M | $4.1M | $5.7M |
| 2022 | 513 | $179.9M | $3.7M | $5.6M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | NONE | $42,545 | — | $42,545 |
| CALIBRE CPA GROUP, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — NONE
- CALIBRE CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,545
- Estimated Expense Ratio: 0.020% 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 | $46,070 | $42,545 | $2,400 | — | — |
| 2023 | $34,680 | $32,455 | $900 | — | — |
| 2022 | $26,751 | $24,026 | — | — | — |