Plan Snapshot
- Plan Sponsor: Trustees Of I.U.O.E. Local 57
- Sponsor EIN: 050298773
- Sponsor Address: 857 CENTRAL AVE, JOHNSTON, RI, 02919
- Plan Type: DB
- Total Participants: 964
- Total Assets: $258.7M
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 | 964 | $258.7M | $20.3M | $0 |
| 2023 | 894 | $230.0M | $18.7M | $0 |
| 2022 | 856 | $201.9M | $18.7M | $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 |
|---|---|---|---|---|
| WARD FISHER & COMPANY LLP | Auditor | $27,200 | — | $27,200 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,200
- Estimated Expense Ratio: 0.011% 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 | $882,441 | $379,098 | — | $27,200 | — |
| 2023 | $759,926 | $321,744 | — | $25,300 | — |
| 2022 | $781,884 | $18,719 | — | — | $470,213 |