# Multi-Skilled Employees And Employe Rs Apprenticeship And Training Fun Health & Welfare Plan
Source: https://planprovider.pro/companies/multi-skilled-employees-and-employe-rs-apprenticeship-and-training-fun-226464524-502

> Multi-Skilled Employees And Employe Rs Apprenticeship And Training Fun's Health & Welfare plan: 287 participants, plan year 2024 financials, providers, and b…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Multi-Skilled Employees And Employe Rs Apprenticeship And Training Fun

- **Sponsor EIN:** 226464524

- **Sponsor Address:** 2025 LINCOLN HWY STE 130, EDISON, NJ, 088173350

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 287

- **Total Assets:** $1.2M

## 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|287|$1.2M|$53,159|$0|

| 2023|181|$1.3M|$123,477|$0|

| 2022|186|$1.3M|$128,649|$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|

| PKF O'CONNOR DAVIES|Auditor|$45,390|—|$45,390|

| WITHUMSMITH&BROWN, PC|Auditor|$32,828|—|$32,828|

| C&H AGENCY INC.|Other Service Provider|$10,195|—|$10,195|

| DAVID TYKULSKER & ASSOCIATES|Other Service Provider|$8,180|—|$8,180|

### Verified Provider Profiles

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

- [PKF O'CONNOR DAVIES](https://planprovider.pro/provider/pkf-oconnor-davies-llp) — Auditor

- [WITHUMSMITH&BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $96,593

- **Estimated Expense Ratio:** 8.154% 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|$191,044|—|$45,390|$32,828|—|

| 2023|$180,292|—|$38,319|$21,112|—|

| 2022|$194,371|—|$28,776|—|$65,539|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/multi-skilled-employees-and-employe-rs-apprenticeship-and-training-fun-226464524-502)

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