Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees Of The Drivers And Helpers Local No. 355
- Sponsor EIN: 526043608
- Sponsor Address: 1030 S. DUKELAND STREET, BALTIMORE, MD, 212233303
- Plan Type: DB
- Total Participants: 1,785
- Total Assets: $732.0M
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 | 1,785 | $732.0M | $34.0M | $0 |
| 2023 | 1,905 | $665.8M | $34.8M | $0 |
| 2022 | 2,130 | $607.4M | $34.9M | $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 |
|---|---|---|---|---|
| HCFL | 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 | $2,894,093 | $2,076,138 | $353,228 | — | — |
| 2023 | $2,745,075 | $2,019,373 | $282,943 | — | — |
| 2022 | $2,898,018 | $2,158,138 | $282,943 | — | $207,998 |