Plan Snapshot
- Plan Sponsor: Uaw Retirees Of Acc Benefit Trust Committee
- Sponsor EIN: 276927927
- Sponsor Address: 1701 PENNSYLVANIA AVE. NW, WASHINGTON, DC, 20006
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 0
- Total Assets: $15.7M
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 | $15.7M | $0 | $0 |
| 2023 | 0 | $15.3M | $0 | $0 |
| 2022 | 0 | $15.1M | $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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Other Service Provider | $70,430 | — | $70,430 |
| MILLIMAN INC. | Recordkeeper | $41,615 | — | $41,615 |
| GROOM LAW GROUP, CHARTERED | ERISA Attorney | $26,895 | — | $26,895 |
| BENESYS INC. | Other Service Provider | $25,137 | — | $25,137 |
| MORGAN STANLEY SMITH BARNEY LLC | Other Service Provider | $21,116 | — | $21,116 |
| PARKER BUSINESS SOLUTIONS, LLC | Custodian / Trustee | $18,180 | — | $18,180 |
| BLUE CROSS BLUE SHIELD OF MI | Other Service Provider | $17,467 | — | $17,467 |
| JACK MARTIN | Custodian / Trustee | $15,188 | — | $15,188 |
| SNG CONSULTING, LLC | Custodian / Trustee | $13,922 | — | $13,922 |
| GARY PETRONI | Custodian / Trustee | $12,024 | — | $12,024 |
| RICHARD ISAACSON | Custodian / Trustee | $12,024 | — | $12,024 |
| COMERICA BANK | Other Service Provider | $10,153 | — | $10,153 |
| HAMLIN CAPITAL MANAGEMENT, LLC | Other Service Provider | $9,511 | — | $9,511 |
| SAGE ADVISORY SERVICES, LTD. CO. | Other Service Provider | $6,175 | — | $6,175 |
| REINHART PARTNERS, LLC | Other Service Provider | $5,686 | — | $5,686 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN INC. — Recordkeeper
- GROOM LAW GROUP, CHARTERED — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $305,523
- Estimated Expense Ratio: 1.948% 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 | $332,798 | $45,639 | $42,604 | $70,430 | — |
| 2023 | $290,551 | $40,389 | $38,001 | $55,065 | — |
| 2022 | $298,907 | $48,057 | $42,851 | — | $184,564 |