# Teamsters Local Union 299 401(k) Plan
Source: https://planprovider.pro/companies/teamsters-local-union-299-plan

> Teamsters Local Union 299's 401(k) plan: 316 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 Union 299

- **Sponsor EIN:** 380679250

- **Sponsor Address:** 2741 TRUMBULL AVENUE, DETROIT, MI, 48216

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

- **Total Participants:** 316

- **Total Assets:** $7.9M

## 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|316|$7.9M|$161,027|$221,540|

| 2023|367|$7.4M|$137,178|$236,024|

| 2022|424|$6.5M|$144,006|$239,691|

## 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|

| LOTITO & LAZZARA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LOTITO & LAZZARA, P.C.](https://planprovider.pro/provider/lotito-and-lazzara-pc) — Auditor

## 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|$105,578|$8,593|—|—|—|

| 2023|$92,559|$8,593|—|—|—|

| 2022|$97,543|$13,636|—|—|$79,498|

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