# Jt Bd Of Ttees Of The Iuoe Marine Engineers Local 25 Marine Division M 401(k) Plan
Source: https://planprovider.pro/companies/jt-bd-of-ttees-of-the-iuoe-marine-engineers-local-25-marine-division-m-136112548-501

> Jt Bd Of Ttees Of The Iuoe Marine Engineers Local 25 Marine Division M's 401(k) plan: 1,103 participants, plan year 2024 financials, providers, and benchmark…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jt Bd Of Ttees Of The Iuoe Marine Engineers Local 25 Marine Division M

- **Sponsor EIN:** 136112548

- **Sponsor Address:** 461 STATE ROUTE 33, MILLSTONE TOWNSHIP, NJ, 08535

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 1,103

- **Total Assets:** $4.4M

## 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|1,103|$4.4M|$5.2M|$0|

| 2023|1,354|$4.5M|$4.8M|$0|

| 2022|1,549|$5.3M|$5.0M|$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|

| COHEN, WEISS AND SIMON LLP|Other Service Provider|$30,808|—|$30,808|

| WEAVER AND TIDWELL LLP|Auditor|$26,945|—|$26,945|

| MEGHAN BRODOWSKI|Other Service Provider|$14,056|—|$14,056|

| KRISTI FENNELL|Other Service Provider|$13,778|—|$13,778|

| SEGAL COMPANY|Other Service Provider|$13,772|—|$13,772|

| MARYANN GUARRACI|Other Service Provider|$6,954|—|$6,954|

| PO CHIU|Other Service Provider|$6,421|—|$6,421|

| ROBIN LANDINO|Other Service Provider|$5,425|—|$5,425|

| DIANE WEBER|Other Service Provider|$5,344|—|$5,344|

| INVESTMENT CONSULTING SERVICES, LLP|Other Service Provider|$5,000|—|$5,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WEAVER AND TIDWELL LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $128,503

- **Estimated Expense Ratio:** 2.953% 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|$209,583|$5,000|—|$26,945|—|

| 2023|$193,088|$5,000|—|$30,039|—|

| 2022|$178,029|$295|—|—|$48,811|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jt-bd-of-ttees-of-the-iuoe-marine-engineers-local-25-marine-division-m-136112548-501)

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