Plan Snapshot
- Plan Sponsor: Trustees Of Michigan Conference Of Teamsters Welfare Fund
- Sponsor EIN: 381328578
- Sponsor Address: 2700 TRUMBULL AVENUE, DETROIT, MI, 482161269
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $664.0M
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 | 0 | $664.0M | $0 | $0 |
| 2023 | 0 | $634.0M | $0 | $0 |
| 2022 | 0 | $553.0M | $0 | $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 |
|---|---|---|---|---|
| MORGAN STANLEY | Recordkeeper | $334,481 | — | $334,481 |
| GROSVENOR LABOR IMPACT FEEDER FUND | Other Service Provider | $298,505 | — | $298,505 |
| WEST END ADVISORS | Other Service Provider | $295,245 | — | $295,245 |
| ENTRUST PERMAL | Other Service Provider | $276,356 | — | $276,356 |
| WESTERN ASSET / LEGG MASON FUNDS | Other Service Provider | $140,545 | — | $140,545 |
| FULLER & THALER ASSET MANAGEMENT | Other Service Provider | $132,600 | — | $132,600 |
| ALLSPRING CORE PLUS BOND | Other Service Provider | $117,971 | — | $117,971 |
| CAPITAL GROUP INTERNATIONAL | Other Service Provider | $107,791 | — | $107,791 |
| ARISTOTLE INTERNATIONAL | Other Service Provider | $106,455 | — | $106,455 |
| GENEVA CAPITAL MANAGEMENT LTD. | Other Service Provider | $93,215 | — | $93,215 |
| THORNBURG INT'L EQUITY | Other Service Provider | $89,245 | — | $89,245 |
| BRANDES INVESTMENT PARTNERS, L.P. | Other Service Provider | $82,392 | — | $82,392 |
| COMERICA BANK | Other Service Provider | $64,875 | — | $64,875 |
| MELLON CAPITAL MANAGEMENT | Other Service Provider | $35,987 | — | $35,987 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,175,663
- Estimated Expense Ratio: 0.328% 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 | $2,175,664 | $2,175,664 | — | — | — |
| 2023 | $1,875,884 | $1,875,884 | — | — | — |
| 2022 | $1,982,708 | $1,982,708 | — | — | — |