Plan Snapshot
- Plan Sponsor: Trustees U.T.W.A. N.J. Union Employer Pension Fund
- Sponsor EIN: 226196988
- Sponsor Address: 830 BEAR TAVERN ROAD PO BOX 1028, WEST TRENTON, NJ, 086280230
- Plan Type: DB
- Total Participants: 1
- Total Assets: $216,899
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 | 1 | $216,899 | $911 | $0 |
| 2023 | 1 | $208,677 | $1,251 | $0 |
| 2022 | 2 | $380,549 | $97,424 | $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 |
|---|---|---|---|---|
| BRUCE KAMINER CPA LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $119,064 | — | $65,750 | — | — |
| 2023 | $124,851 | — | $63,250 | $13,973 | — |
| 2022 | $183,343 | $4,082 | $62,000 | — | $85,795 |