# Trustees-Teamsters Local No. 455 Health And Welfare Fund 401(k) Plan
Source: https://planprovider.pro/companies/trustees-teamsters-local-no-455-health-and-welfare-fund-846030963-501

> Trustees-Teamsters Local No. 455 Health And Welfare Fund's 401(k) plan: 279 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees-Teamsters Local No. 455 Health And Welfare Fund

- **Sponsor EIN:** 846030963

- **Sponsor Address:** 5511 W 56TH AVE, ARVADA, CO, 80002

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

- **Plan Number:** 501

- **Total Participants:** 279

- **Total Assets:** $11.2M

## 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|279|$11.2M|$5.3M|$0|

| 2023|317|$11.0M|$5.4M|$1,437|

| 2022|331|$9.1M|$5.2M|$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|

| ZENITH AMERICAN SOLUTIONS, INC.|Other Service Provider|$178,181|$24,132|$202,313|

| CIGNA|Other Service Provider|$133,437|—|$133,437|

| WELLS FARGO ADVISORS|Other Service Provider|$71,085|—|$71,085|

| THE SEGAL COMPANY|Other Service Provider|$55,620|$1,859|$57,479|

| SPENCER FANE LLP|ERISA Attorney|$55,289|—|$55,289|

| NEEDLES & ASSOCIATES, LLC|Other Service Provider|$25,646|—|$25,646|

### Verified Provider Profiles

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

- [SPENCER FANE LLP](https://planprovider.pro/provider/spencer-fane-llp) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $545,249

- **Estimated Expense Ratio:** 4.885% 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|$611,539|$71,085|$311,618|$25,646|—|

| 2023|$598,532|$54,413|$300,503|$24,331|—|

| 2022|$601,025|$86,698|$288,536|—|$184,452|

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