# Local 68 Engineers Union Annuity Fund Board Of Trustees DC Plan
Source: https://planprovider.pro/companies/local-68-engineers-union-annuity-fund-board-of-trustees-plan

> Local 68 Engineers Union Annuity Fund Board Of Trustees's DC plan: 5,385 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Local 68 Engineers Union Annuity Fund Board Of Trustees

- **Sponsor EIN:** 226289939

- **Sponsor Address:** PO BOX 805, WEST CALDWELL, NJ, 07007

- **Plan Type:** DC

- **Total Participants:** 5,385

- **Total Assets:** $919.0M

## 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|5,385|$919.0M|$0|$0|

| 2023|5,196|$871.2M|$0|$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|

| MSPC|Auditor|$20,000|—|$20,000|

### Verified Provider Profiles

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

- [MSPC](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $20,000

- **Estimated Expense Ratio:** 0.002% 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|$1,687,015|$1,194,733|$298,398|$20,000|—|

| 2023|$1,668,793|$1,277,541|$276,081|—|$69,310|

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