Plan Snapshot
- Plan Sponsor: Intl Longshore & Warehouse Union
- Sponsor EIN: 940577594
- Sponsor Address: 1188 FRANKLIN ST, SAN FRANCISCO, CA, 941096800
- Plan Type: DB
- Total Participants: 45
- Total Assets: $36.5M
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 | 45 | $36.5M | $2.2M | $0 |
| 2023 | 52 | $34.4M | $1.7M | $0 |
| 2022 | 54 | $31.7M | $2.5M | $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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | Auditor | $12,792 | — | $12,792 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,792
- Estimated Expense Ratio: 0.035% 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 | $173,123 | $29,449 | $76,827 | $12,792 | — |
| 2023 | $229,226 | $13,978 | $87,029 | $12,775 | — |
| 2022 | $231,702 | $21,364 | $73,572 | — | $40,040 |