# Operating Engineers Local 312 Health & Welfare 401(k) Plan
Source: https://planprovider.pro/companies/operating-engineers-local-312-health-welfare-237102671-501

> Operating Engineers Local 312 Health & Welfare's 401(k) plan: 309 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Operating Engineers Local 312 Health & Welfare

- **Sponsor EIN:** 237102671

- **Sponsor Address:** 100 CRESCENT CENTER PARKWAY, TUCKER, GA, 30084

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

- **Plan Number:** 501

- **Total Participants:** 309

- **Total Assets:** $20.8M

## 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|309|$20.8M|$3.6M|$143,523|

| 2023|320|$20.0M|$3.6M|$195,244|

| 2022|342|$19.7M|$3.6M|$145,018|

## 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|

| BLUE CROSS BLUE SHIELD OF ALABAMA|Insurance Carrier|$254,028|—|$254,028|

| ZENITH AMERICAN SOLUTIONS|Recordkeeper|$98,228|—|$98,228|

| HIGHLAND CAPITAL MANAGEMENT|Investment Advisor|$53,043|—|$53,043|

| BHA CONSULTING LLC|Other Service Provider|$22,886|—|$22,886|

| REYNOLDS CONSULTING SERVICES LLC|Investment Advisor|$15,000|—|$15,000|

| STEVEN D. EISENBERG CPA, PA|Auditor|$13,731|—|$13,731|

| QUINN, CONNER, WEAVER DAVIES RUCCO|ERISA Attorney|$9,820|—|$9,820|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $466,736

- **Estimated Expense Ratio:** 2.248% 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|$253,668|$73,350|$98,228|$13,731|—|

| 2023|$240,910|$66,546|$93,834|$13,126|—|

| 2022|$254,036|$72,479|$95,130|—|$48,536|

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