# Teamsters Local 170 Health And Welfare Fund 401(k) Plan
Source: https://planprovider.pro/companies/teamsters-local-170-health-and-welfare-fund-042219623-501

> Teamsters Local 170 Health And Welfare Fund's 401(k) plan: 1,229 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Teamsters Local 170 Health And Welfare Fund

- **Sponsor EIN:** 042219623

- **Sponsor Address:** 330 SOUTHWEST CUTOFF, WORCESTER, MA, 01604

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

- **Plan Number:** 501

- **Total Participants:** 1,229

- **Total Assets:** $99.3M

## 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|1,229|$99.3M|$35.5M|$1.0M|

| 2023|1,222|$90.6M|$35.7M|$929,161|

| 2022|1,301|$82.3M|$37.9M|$900,204|

## 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|Other Service Provider|$1,361,159|—|$1,361,159|

| EMPLOYEE C|Recordkeeper|$186,377|—|$186,377|

| UNION BANK & TRUST|ERISA Attorney|$106,512|—|$106,512|

| EMPLOYEE D|Recordkeeper|$105,181|—|$105,181|

| MANZI & ASSOCIATES LLC|Other Service Provider|$99,823|—|$99,823|

| EMPLOYEE B|Recordkeeper|$94,978|—|$94,978|

| EMPLOYEE E|Recordkeeper|$80,659|—|$80,659|

| BRIDGEWAY|Other Service Provider|$80,313|—|$80,313|

| EMPLOYEE A|Recordkeeper|$68,301|—|$68,301|

| MEKETA INVESTMENT GROUP|Other Service Provider|$47,000|—|$47,000|

| SUNSET LANDSCAPING|Other Service Provider|$28,700|—|$28,700|

| EMPLOYEE F|Recordkeeper|$24,121|—|$24,121|

| AQUARIUS CAPITAL SOLUTIONS GROUP|Other Service Provider|$23,988|—|$23,988|

| TPG HEALTHCARE CONSULTING|Other Service Provider|$23,200|—|$23,200|

| CONGRESS WEALTH MANAGEMENT|Other Service Provider|$20,583|—|$20,583|

| CXC SOLUTIONS|Other Service Provider|$19,025|—|$19,025|

| ENCOMPASS|Other Service Provider|$18,789|—|$18,789|

| BOSTON BENEFIT PARTNERS|Other Service Provider|$11,700|—|$11,700|

| INTERCONTINENTAL REAL ESTATE|Other Service Provider|$7,472|—|$7,472|

| DAVIS VISION|Other Service Provider|$6,296|—|$6,296|

### Verified Provider Profiles

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

- [EMPLOYEE C](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [UNION BANK & TRUST](https://planprovider.pro/provider/the-wagner-law-group) — ERISA Attorney

- [EMPLOYEE D](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE B](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE E](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE A](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE F](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,414,177

- **Estimated Expense Ratio:** 2.432% 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|$2,540,302|$75,326|—|$37,500|—|

| 2023|$2,441,298|$167,479|—|$62,572|—|

| 2022|$2,453,503|$123,001|—|—|$203,574|

## Similar Plans

- [Teamsters Local 170 Group Life Insurance Plan](https://planprovider.pro/companies/teamsters-local-170-group-life-insurance-plan-041914280-502) — 4,400 participants

- [Lily Transportation Corp.](https://planprovider.pro/companies/lily-transportation-corp-401k-plan) — 1,337 participants

- [Teamsters Union Local 653 Welfare Fund](https://planprovider.pro/companies/teamsters-union-local-653-welfare-fund-042149479-501) — 1,145 participants

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- [Rts Holdings, LLC.](https://planprovider.pro/companies/rts-holdings-llc-461578437-504) — 502 participants

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