# Metal Polishers Union Local 8a-28a Welfare Fund 401(k) Plan
Source: https://planprovider.pro/companies/metal-polishers-union-local-8a-28a-welfare-fund-135624028-501

> Metal Polishers Union Local 8a-28a Welfare Fund's 401(k) plan: 395 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Metal Polishers Union Local 8a-28a Welfare Fund

- **Sponsor EIN:** 135624028

- **Sponsor Address:** 36-18 33RD STREET, LONG ISLAND CITY, NY, 11106

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 395

- **Total Assets:** $9.9M

## 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|395|$9.9M|$7.3M|$0|

| 2023|399|$9.4M|$7.2M|$0|

| 2022|431|$9.6M|$7.0M|$5,116|

## 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|

| MAGNACARE ADMINISTRATIVE SERVICES|Other Service Provider|$148,960|$28,219|$177,179|

| GLORIA DIAZ|Other Service Provider|$143,945|—|$143,945|

| BARNES, IACCARINO & SHEPERD LLP|Other Service Provider|$79,054|—|$79,054|

| JOSEPH RAMAGLIA|Other Service Provider|$78,292|—|$78,292|

| NIRMALA LALL|Other Service Provider|$76,927|—|$76,927|

| THE SEGAL COMPANY|Other Service Provider|$73,980|—|$73,980|

| EMPIRX HEALTH|Other Service Provider|$57,342|—|$57,342|

| NOVAK FRANCELLA LLC|Auditor|$37,536|—|$37,536|

| PITTA & GIBLIN LLP|Other Service Provider|$28,541|—|$28,541|

| MARSHALL & MOSS PAYROLL COMPLIANCE|Other Service Provider|$25,775|—|$25,775|

| MARSHALL & MOSS LLP|Other Service Provider|$23,324|—|$23,324|

| WORKERS ASSISTANCE PROGRAM|Other Service Provider|—|$21,600|$21,600|

| GALLAGHER BENEFIT SERVICES, INC.|Investment Advisor|$20,665|—|$20,665|

| PREMIER LABOR BENEFITS|Other Service Provider|—|$14,400|$14,400|

| DDS , INC.|Other Service Provider|$11,890|—|$11,890|

| SEGAL SELECT INSURANCE SERVICES,INC|Other Service Provider|—|$6,789|$6,789|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

- [GALLAGHER BENEFIT SERVICES, INC.](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $877,239

- **Estimated Expense Ratio:** 8.900% 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|$742,481|—|—|$37,536|—|

| 2023|$656,753|—|—|$39,031|—|

| 2022|$627,237|—|—|—|$240,880|

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