# Seiu Local 1021 401(k) Plan
Source: https://planprovider.pro/companies/seiu-local-1021-401k-plan

> Seiu Local 1021&#39;s 401(k) plan: 202 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Seiu Local 1021

- **Sponsor EIN:** 205893698

- **Sponsor Address:** 447 - 29TH STREET, OAKLAND, CA, 94609

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

- **Total Participants:** 202

- **Total Assets:** $25.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|202|$25.4M|$224,600|$878,971|

| 2023|176|$24.5M|$192,572|$918,516|

| 2022|165|$21.0M|$60,520|$776,587|

## 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|

| COMYNS, SMITH, MCCLEARY & DEAVER LL|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$19,752|—|—|—|—|

| 2023|$36,952|—|—|—|—|

| 2022|$40,680|—|—|—|$40,680|

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