Plan Snapshot
- Plan Sponsor: Mechanical Contractors Ua Local 119 Pension Plan
- Sponsor EIN: 636055121
- Sponsor Address: 1717 OLD SHELL RD, MOBILE, AL, 366041323
- Plan Type: DB
- Total Participants: 267
- Total Assets: $60.3M
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 | 267 | $60.3M | $3.6M | $0 |
| 2023 | 303 | $55.5M | $3.0M | $0 |
| 2022 | 319 | $51.0M | $3.5M | $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 |
|---|---|---|---|---|
| GULF STATES CONS & ADM INC | Recordkeeper | $82,800 | — | $82,800 |
| ULLICO INFRASTRUCTURE TAX EXEMPT | Investment Advisor | $56,842 | — | $56,842 |
| NEWTOWER TRUST COMPANY | Investment Advisor | $45,999 | — | $45,999 |
| MARQUETTE ASSOCIATES INC | Investment Advisor | $40,000 | — | $40,000 |
| UNITED ACTURIAL SERVICES INC | Actuary | $32,000 | — | $32,000 |
| FOUNDRY PARTNERS | Investment Advisor | $11,780 | $4,597 | $16,377 |
| CRI ADVISORS, LLC | Auditor | $15,657 | — | $15,657 |
| US BANK | Custodian / Trustee | $12,313 | — | $12,313 |
| PARAMETRIC DEFENSIVE EQUITY FUND LL | Investment Advisor | $7,806 | — | $7,806 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $309,794
- Estimated Expense Ratio: 0.514% 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 | $369,213 | $162,427 | $82,800 | $15,657 | — |
| 2023 | $358,748 | $167,675 | $82,800 | $10,000 | — |
| 2022 | $375,452 | $267,498 | — | — | $61,768 |