# Tmt Bac Local Union 7 Welfare Fund C/O Daniel H. Cook Associates, In 401(k) Plan
Source: https://planprovider.pro/companies/tmt-bac-local-union-7-welfare-fund-c-o-daniel-h-cook-associates-in-386829766-501

> Tmt Bac Local Union 7 Welfare Fund C/O Daniel H. Cook Associates, In's 401(k) plan: 789 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tmt Bac Local Union 7 Welfare Fund C/O Daniel H. Cook Associates, In

- **Sponsor EIN:** 386829766

- **Sponsor Address:** 1040 AVENUE OF THE AMERICAS,, NEW YORK, NY, 10018

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

- **Plan Number:** 501

- **Total Participants:** 789

- **Total Assets:** $16.5M

## 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|789|$16.5M|$23.7M|$5.1M|

| 2023|748|$19.2M|$21.6M|$4.9M|

| 2022|922|$23.3M|$27.0M|$5.8M|

## 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|

| DANIEL H. COOK & ASSOCIATES|Other Service Provider|$534,169|—|$534,169|

| PAYER MATRIX, LLC|Other Service Provider|$93,144|—|$93,144|

| VIRGINIA & AMBINDER|Other Service Provider|$83,153|—|$83,153|

| EMPIRE HEALTHCHOICE ASSURANCE INC.|Other Service Provider|$77,197|—|$77,197|

| O'CONNOR DAVIES LLP|Other Service Provider|$50,850|—|$50,850|

| THE SEGAL GROUP INC.|Other Service Provider|$49,500|—|$49,500|

| OGLETREE DEAKINS|ERISA Attorney|$48,119|—|$48,119|

| BOYD WATTERSON|Other Service Provider|$38,587|—|$38,587|

| COLLERAN, O'HARA & MILLS|Other Service Provider|$28,654|—|$28,654|

| LITTLER MENDELSON PC|Other Service Provider|$13,200|—|$13,200|

| REYNOLDS SECURITIES|Other Service Provider|$12,085|—|$12,085|

### Verified Provider Profiles

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

- [OGLETREE DEAKINS](https://planprovider.pro/provider/ogletree-deakins) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,028,658

- **Estimated Expense Ratio:** 6.233% 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|$1,252,146|$56,551|$534,169|$50,850|—|

| 2023|$1,371,076|$70,726|$537,394|$110,000|—|

| 2022|$1,680,292|$86,940|$534,975|—|$486,675|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tmt-bac-local-union-7-welfare-fund-c-o-daniel-h-cook-associates-in-386829766-501)

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