Plan Snapshot
- Plan Sponsor: Uaw Retirees Of The Dana Corp. Health And Welfare Trust Committee
- Sponsor EIN: 261851652
- Sponsor Address: 1701 PENNSYLVANIA AVE. NW, WASHINGTON, DC, 20006
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 0
- Total Assets: $376.4M
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 | $376.4M | $0 | $0 |
| 2023 | 0 | $368.4M | $0 | $0 |
| 2022 | 0 | $360.7M | $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 |
|---|---|---|---|---|
| HAMLIN CAPITAL MANAGEMENT, LLC | Other Service Provider | $202,866 | — | $202,866 |
| BENESYS INC. | Other Service Provider | $183,151 | — | $183,151 |
| MORGAN STANLEY SMITH BARNEY LLC | Other Service Provider | $123,145 | — | $123,145 |
| PLANTE & MORAN,PLLC | Other Service Provider | $91,890 | — | $91,890 |
| DELTA DENTAL OF OHIO | Other Service Provider | $88,761 | — | $88,761 |
| MILLIMAN INC. | Recordkeeper | $77,548 | — | $77,548 |
| CLARKSTON CAPITAL PARTNERS, LLC | Other Service Provider | $71,097 | — | $71,097 |
| REINHART PARTNERS, LLC | Other Service Provider | $69,165 | — | $69,165 |
| SAGE ADVISORY SERVICES, LTD. CO. | Other Service Provider | $66,332 | — | $66,332 |
| BLUE CROSS BLUE SHIELD OF WISCONSIN | Other Service Provider | $62,287 | — | $62,287 |
| GROOM LAW GROUP, CHARTERED | ERISA Attorney | $55,950 | — | $55,950 |
| SNG CONSULTING, LLC | Custodian / Trustee | $37,634 | — | $37,634 |
| GARY PETRONI | Custodian / Trustee | $36,195 | — | $36,195 |
| PARKER BUSINESS SOLUTIONS, LLC | Custodian / Trustee | $36,195 | — | $36,195 |
| RICHARD ISAACSON | Custodian / Trustee | $36,195 | — | $36,195 |
| ANTHONY FEYERS | Custodian / Trustee | $33,600 | — | $33,600 |
| JACK MARTIN | Custodian / Trustee | $31,146 | — | $31,146 |
| LOOMIS SAYLES TRUST COMPANY | Other Service Provider | $27,666 | — | $27,666 |
| MADISON INVESTMENT ADVISORS, LLC | Investment Advisor | $24,016 | — | $24,016 |
| SEGAL SELECT INSURANCE SERVICES INC | Other Service Provider | — | $10,359 | $10,359 |
| COMERICA BANK | Custodian / Trustee | $9,528 | — | $9,528 |
| SMART SOURCE LLC | Other Service Provider | $9,406 | — | $9,406 |
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
- MADISON INVESTMENT ADVISORS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,384,132
- Estimated Expense Ratio: 0.368% 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 | $1,440,873 | $584,287 | $245,437 | $91,890 | — |
| 2023 | $1,261,820 | $455,353 | $275,721 | $62,190 | — |
| 2022 | $1,379,691 | $632,969 | $289,677 | — | $338,675 |