Plan Snapshot
- Plan Sponsor: Maritime Association - I.L.A. Pension Fund
- Sponsor EIN: 741721447
- Sponsor Address: 11550 FUQUA STREET, SUITE 425, HOUSTON, TX, 770344597
- Plan Type: DB
- Total Participants: 355
- Total Assets: $173.5M
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 | 355 | $173.5M | $0 | $0 |
| 2023 | 371 | $178.6M | $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 |
|---|---|---|---|---|
| MCCONNELL & JONES, L.L.P | Auditor | $12,000 | — | $12,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCCONNELL & JONES, L.L.P — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,000
- Estimated Expense Ratio: 0.007% 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 | $1,586,808 | $830,382 | — | $12,000 | — |
| 2023 | $1,537,960 | $785,392 | — | — | $154,125 |