Plan Snapshot
- Plan Sponsor: Milk Drivers & Dairy Employees Local No. 246 Of Washington D.C Pension
- Sponsor EIN: 526070425
- Sponsor Address: 8400 CORPORATE DRIVE, LANDOVER, MD, 207852361
- Plan Type: DB
- Total Participants: 165
- Total Assets: $104.9M
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 | 165 | $104.9M | $1.5M | $17,020 |
| 2023 | 158 | $100.0M | $1.3M | $24,790 |
| 2022 | 150 | $97.3M | $1.2M | $24,050 |
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 |
|---|---|---|---|---|
| BOYD WATTERSON | Other Service Provider | $213,945 | — | $213,945 |
| ASSOCIATED ADMINISTRATORS, LLC | Other Service Provider | $109,854 | — | $109,854 |
| WEDGE CAPITAL MANAGEMENT | Other Service Provider | $101,371 | — | $101,371 |
| INVESTMENT PERFORMANCE SERVICES | Other Service Provider | $82,500 | — | $82,500 |
| INVESCO REAL ESTATE | Other Service Provider | $51,778 | — | $51,778 |
| ATLANTA CAPITAL MANAGEMENT | Other Service Provider | $49,234 | — | $49,234 |
| AMERICAN REALTY ADVISORS | Other Service Provider | $44,073 | — | $44,073 |
| CHEIRON | Other Service Provider | $35,035 | — | $35,035 |
| MORGAN LEWIS BOCKIUS LLP | ERISA Attorney | $31,345 | — | $31,345 |
| JP MORGAN ASSET MANAGEMENT | Recordkeeper | $29,762 | — | $29,762 |
| PNC BANK | Other Service Provider | $27,152 | — | $27,152 |
| SEGAL BRYANT HAMILL | Other Service Provider | $26,379 | — | $26,379 |
| CALIBRE CPA GROUP PLLC | Auditor | $22,640 | — | $22,640 |
| MOONEY GREEN BAKER AND SAINDON | Other Service Provider | $12,590 | — | $12,590 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN LEWIS BOCKIUS LLP — ERISA Attorney
- JP MORGAN ASSET MANAGEMENT — Recordkeeper
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $837,658
- Estimated Expense Ratio: 0.799% 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 | $918,053 | $631,909 | $109,854 | $22,640 | — |
| 2023 | $939,602 | $628,981 | $107,931 | — | — |
| 2022 | $1,010,124 | $646,698 | $107,107 | — | $141,820 |