Plan Snapshot
- Plan Sponsor: Local 365 Uaw Pension Fund
- Sponsor EIN: 116045281
- Sponsor Address: 140 SYLVAN AVENUE, SUITE 106, ENGLEWOOD CLIFFS, NJ, 076524025
- Plan Type: DB
- Total Participants: 5
- Total Assets: $211.1M
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 | 5 | $211.1M | $30,436 | $0 |
| 2023 | 5 | $214.7M | $27,758 | $0 |
| 2022 | 5 | $209.6M | $72,536 | $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 |
|---|---|---|---|---|
| SAGE ADVISORY SERVICES | Other Service Provider | $175,688 | — | $175,688 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $175,454 | — | $175,454 |
| THE SEGAL COMPANY | Other Service Provider | $173,808 | — | $173,808 |
| AMALGAMATED BANK OF NEW YORK | Other Service Provider | $49,971 | — | $49,971 |
| CLEARY, JOSEM & TRIGIANI LLP | Other Service Provider | $38,850 | — | $38,850 |
| WEAVER AND TIDWELL, LLP | Auditor | $33,075 | — | $33,075 |
| MORGAN STANLEY | Recordkeeper | $26,250 | — | $26,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, LLP — Auditor
- MORGAN STANLEY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $673,096
- Estimated Expense Ratio: 0.319% 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 | $871,597 | $251,909 | $175,454 | $33,075 | — |
| 2023 | $785,727 | $237,509 | $191,426 | $31,250 | — |
| 2022 | $692,100 | $115,456 | $191,404 | — | $197,165 |