Plan Snapshot
- Plan Sponsor: Trustees Of Unite Here Local 74 Welfare And Dental Trust
- Sponsor EIN: 430682781
- Sponsor Address: 5585 PERSHING AVE SUITE 220B, ST. LOUIS, MO, 631124621
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 446
- Total Assets: $1.1M
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 | 446 | $1.1M | $3.1M | $89,972 |
| 2023 | 415 | $1.2M | $2.7M | $137,370 |
| 2022 | 371 | $1.1M | $2.3M | $100,511 |
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 |
|---|---|---|---|---|
| ANDERS | Auditor | $49,561 | — | $49,561 |
| LESHELL FAIR | Other Service Provider | $36,437 | — | $36,437 |
| UNITE HERE LOCAL #74 | Other Service Provider | $7,238 | — | $7,238 |
| COMMERCE BANK | Custodian / Trustee | $6,350 | — | $6,350 |
| MADDOCKHENSON PC | Other Service Provider | $6,085 | — | $6,085 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $105,671
- Estimated Expense Ratio: 9.245% 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 | $159,286 | $6,265 | — | $41,430 | — |
| 2023 | $167,090 | $5,888 | — | $36,897 | — |
| 2022 | $213,834 | $5,731 | — | — | $56,352 |