Plan Snapshot
- Plan Sponsor: Service Employees International Union
- Sponsor EIN: 360852885
- Sponsor Address: 1800 MASSACHUSETTS AVE., NW, #301, WASHINGTON, DC, 200361216
- Plan Type: 401(k)
- Total Participants: 252
- Total Assets: $56.1M
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 | 252 | $56.1M | $0 | $2.5M |
| 2023 | 214 | $50.3M | $0 | $2.4M |
| 2022 | 200 | $42.9M | $0 | $2.3M |
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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | Auditor | $11,000 | — | $11,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $11,000
- Estimated Expense Ratio: 0.020% 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 | $74,386 | $44,574 | $18,812 | $11,000 | — |
| 2023 | $63,079 | $26,467 | $36,612 | — | — |
| 2022 | $58,029 | $16,370 | — | — | — |