Plan Snapshot
- Plan Sponsor: Liuna 616 Dc Retirement Plan
- Sponsor EIN: 205272985
- Sponsor Address: 20000 HORIZON WAY, SUITE 600, MOUNT LAUREL, NJ, 080540000
- Plan Type: DC
- Total Participants: 1,907
- Total Assets: $12.4M
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 | 1,907 | $12.4M | $3.8M | $0 |
| 2023 | 1,429 | $9.1M | $3.5M | $0 |
| 2022 | 924 | $5.7M | $1.2M | $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 |
|---|---|---|---|---|
| GRAY, GRIFFITH, & MAYS, A.C. | 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 | $304,491 | — | $65,630 | — | — |
| 2023 | $314,388 | $30,805 | $51,466 | $11,100 | — |
| 2022 | $196,169 | — | — | — | $190,587 |