Plan Snapshot
- Plan Sponsor: Teamsters Automotive Industrial & Allied Workers Local 495
- Sponsor EIN: 956115963
- Sponsor Address: 225 SOUTH LAKE AVENUE SUITE 1200, PASADENA, CA, 911013000
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 182
- Total Assets: $3.3M
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 | 182 | $3.3M | $718,705 | $70,872 |
| 2023 | 191 | $3.0M | $684,144 | $73,770 |
| 2022 | 183 | $2.7M | $677,626 | $79,363 |
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 |
|---|---|---|---|---|
| NORTHWEST ADMINISTRATORS, INC. | Other Service Provider | $15,720 | — | $15,720 |
| DAVID BRODY & CO. | Other Service Provider | $8,850 | — | $8,850 |
| THE WAGNER LAW GROUP | ERISA Attorney | $6,876 | — | $6,876 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE WAGNER LAW GROUP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,446
- Estimated Expense Ratio: 0.952% 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 | $43,645 | — | — | — | — |
| 2023 | $45,481 | — | — | — | — |
| 2022 | $51,371 | — | $14,950 | — | $21,316 |