# The Board Of Trustees Of The Food & Beverage Workers Union 23 & Emp. P DC Plan
Source: https://planprovider.pro/companies/the-board-of-trustees-of-the-food-beverage-workers-union-23-emp-p-plan

> The Board Of Trustees Of The Food & Beverage Workers Union 23 & Emp. P's DC plan: 3,333 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Board Of Trustees Of The Food & Beverage Workers Union 23 & Emp. P

- **Sponsor EIN:** 521806724

- **Sponsor Address:** P.O. BOX 43170, PHOENIX, AZ, 850803170

- **Plan Type:** DC

- **Total Participants:** 3,333

- **Total Assets:** $49.9M

## 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|3,333|$49.9M|$4.9M|$0|

| 2023|5,107|$43.8M|$3.8M|$0|

| 2022|1,680|$37.2M|$3.2M|$0|

## 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|

| WITHUM, SMITH, & BROWN, PC|NONE|$91,098|—|$91,098|

| SOUTHWEST SERVICE ADMINISTRATORS|NONE|$84,868|—|$84,868|

| GALLAGHER FIDUCIARY ADVISORS, LLC|NONE|$39,000|—|$39,000|

| MCCRACKEN STEMERMAN & HOLSBERRY LLC|NONE|$27,834|—|$27,834|

| M&T TRUST COMPANY|NONE|$25,899|—|$25,899|

| SEGAL SELECT INSURANCE SERVICES INC|NONE|$19,853|—|$19,853|

| CARDAY ASSOCIATES, INC.|NONE|$7,578|—|$7,578|

| LETTERSTREAM|NONE|$5,904|—|$5,904|

### Verified Provider Profiles

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

- [WITHUM, SMITH, & BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — NONE

- [GALLAGHER FIDUCIARY ADVISORS, LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — NONE

- [M&T TRUST COMPANY](https://planprovider.pro/provider/trustage) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $302,034

- **Estimated Expense Ratio:** 0.606% 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|$338,135|$58,881|$80,145|$90,447|—|

| 2023|$209,787|$55,926|$40,493|$47,980|—|

| 2022|$226,325|$55,318|$38,000|—|$100,533|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-board-of-trustees-of-the-food-beverage-workers-union-23-emp-p-plan)

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