Plan Snapshot
- Plan Sponsor: Uaw - Local 259 Social Security Dept.
- Sponsor EIN: 136115078
- Sponsor Address: 140 SYLVAN AVENUE, ENGLEWOOD CLIFFS, NJ, 07632
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,322
- Total Assets: $19.1M
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 | 1,322 | $19.1M | $25.4M | $44,126 |
| 2023 | 1,313 | $17.9M | $24.2M | $45,071 |
| 2022 | 1,264 | $17.3M | $21.7M | $58,529 |
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 | Other Service Provider | $771,207 | — | $771,207 |
| EMPIRE HEALTHCHOICE ASSURANCE, INC. | Other Service Provider | $414,990 | — | $414,990 |
| THE SEGAL COMPANY | Other Service Provider | $81,494 | — | $81,494 |
| MED REVIEW, INC. | Other Service Provider | $72,178 | — | $72,178 |
| TARTER KRINSKY & DROGIN LLP | Other Service Provider | $54,749 | — | $54,749 |
| WEAVER AND TIDWELL, L.L.P. | Auditor | $39,690 | — | $39,690 |
| CLEARY, JOSEM & TRIGIANI, LLP | Other Service Provider | $39,356 | — | $39,356 |
| SEGAL MARCO ADVISORS, INC. | Other Service Provider | $15,000 | — | $15,000 |
| AMALGAMATED BANK OF CHICAGO | Other Service Provider | $10,714 | — | $10,714 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, L.L.P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,499,378
- Estimated Expense Ratio: 7.846% 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 | $1,652,702 | $21,428 | $771,207 | $39,690 | — |
| 2023 | $1,584,674 | $16,154 | $766,647 | $37,000 | — |
| 2022 | $1,657,610 | $21,332 | $430,760 | — | $302,180 |