Plan Snapshot
- Plan Sponsor: Uctie International Union
- Sponsor EIN: 200485151
- Sponsor Address: 4026 235TH STREET, DOUGLASTON, NY, 11363
- Plan Type: 401(k)
- Total Participants: 796
- Total Assets: $17.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 796 | $17.7M | $1.7M | $412,178 |
| 2023 | 841 | $16.7M | $1.4M | $429,516 |
| 2022 | 882 | $16.8M | $3.0M | $382,374 |
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 |
|---|---|---|---|---|
| CASTIGLIA LLP | Auditor | $20,000 | — | $20,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,000
- Estimated Expense Ratio: 0.113% 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 | $439,153 | — | $192,291 | $20,000 | — |
| 2023 | $219,143 | — | $219,143 | — | — |
| 2022 | $247,625 | — | $244,056 | — | $3,569 |