# Liuna 616 Dc Retirement Plan DC Plan
Source: https://planprovider.pro/companies/liuna-616-dc-retirement-plan-plan

> Liuna 616 Dc Retirement Plan's DC plan: 1,907 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MVP PLAN ADMINISTRATORS|NONE|$181,590|—|$181,590|

| BEACON ADMINISTRATORS & CONSULTANTS|NONE|$79,523|—|$79,523|

| RIVERSEDGE ADVAN. RETIRE. SOLUTIONS|NONE|$31,534|—|$31,534|

| O'DONOGHUE & O'DONOGHUE|NONE|$7,874|—|$7,874|

| 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:** $300,521

- **Estimated Expense Ratio:** 2.426% 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|$304,491|—|$65,630|—|—|

| 2023|$314,388|$30,805|$51,466|$11,100|—|

| 2022|$196,169|—|—|—|$190,587|

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