# Mid-Atlantic States District Council Participating Locals Annuity Fund DC Plan
Source: https://planprovider.pro/companies/mid-atlantic-states-district-council-participating-locals-annuity-fund-plan

> Mid-Atlantic States District Council Participating Locals Annuity Fund's DC plan: 7,375 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mid-Atlantic States District Council Participating Locals Annuity Fund

- **Sponsor EIN:** 541768039

- **Sponsor Address:** P.O. BOX 1769, SALEM, VA, 241531769

- **Plan Type:** DC

- **Total Participants:** 7,375

- **Total Assets:** $148.6M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|7,375|$148.6M|$13.9M|$0|

| 2023|6,604|$128.2M|$11.2M|$0|

| 2022|2,849|$107.8M|$11.4M|$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|

| NOVAK FRANCELLA, LLC|Auditor|$15,250|—|$15,250|

### 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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $15,250

- **Estimated Expense Ratio:** 0.010% 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|$501,528|$48,000|$130,242|$15,250|—|

| 2023|$497,691|$297,277|$124,983|$14,500|—|

| 2022|$512,789|$289,920|$124,050|—|$55,995|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mid-atlantic-states-district-council-participating-locals-annuity-fund-plan)

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