# Local 365 Uaw Pension Fund DB Plan
Source: https://planprovider.pro/companies/local-365-uaw-pension-fund-plan

> Local 365 Uaw Pension Fund's DB plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| WEAVER AND TIDWELL LLP|Auditor|$33,075|—|$33,075|

### 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:** $33,075

- **Estimated Expense Ratio:** 0.016% 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|

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