# Local 2138 U.S.W.A. DC Plan
Source: https://planprovider.pro/companies/local-2138-u-s-w-a-plan

> Local 2138 U.S.W.A.'s DC plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Local 2138 U.S.W.A.

- **Sponsor EIN:** 391240543

- **Sponsor Address:** 431 E. CLAIREMONT AVE., EAU CLAIRE, WI, 54701

- **Plan Type:** DC

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$0|$226,443|$210,537|

| 2023|119|$7.2M|$237,360|$223,614|

| 2022|107|$6.6M|$211,535|$212,278|

## 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|

| CLIFTONLARSONALLEN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## 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|$4,289|—|$4,289|—|—|

| 2023|$36,314|—|$476|—|—|

| 2022|$2,347|$1,965|$382|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/local-2138-u-s-w-a-plan)

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