Plan Snapshot
- Plan Sponsor: The Board Of Trustees Of The Union Individual Account Retirement Fund
- Sponsor EIN: 391318667
- Sponsor Address: 12034 W. ADLER LANE, MILWAUKEE, WI, 532141006
- Plan Type: DC
- Total Participants: 3,756
- Total Assets: $309.5M
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 | 3,756 | $309.5M | $24.2M | $561,584 |
| 2023 | 3,507 | $279.9M | $22.9M | $523,637 |
| 2022 | 3,203 | $249.0M | $23.1M | $449,846 |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | $52,393 | — | $52,393 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,393
- Estimated Expense Ratio: 0.017% 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 | $1,190,072 | $590,743 | $161,448 | $52,393 | — |
| 2023 | $1,178,784 | $639,066 | $158,292 | $50,220 | — |
| 2022 | $1,470,373 | $537,712 | $155,184 | — | $117,816 |