Plan Snapshot
- Plan Sponsor: Union Rescue Mission
- Sponsor EIN: 951709293
- Sponsor Address: 545 S. PEDRO, LOS ANGELES, CA, 90013
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 200
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 200 | $3.8M | $279,601 | $471,791 |
| 2022 | 175 | $3.1M | $241,673 | $417,728 |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS COR | Recordkeeper | $28,600 | — | $28,600 |
| HICKS PENSION SERVICES | Recordkeeper | $12,675 | $168 | $12,843 |
| MERRILL LYNCH LIFE AGENCY, INC. | Investment Advisor | $8,454 | — | $8,454 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS COR — Recordkeeper
- MERRILL LYNCH LIFE AGENCY, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,897
- Estimated Expense Ratio: 1.315% 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 |
|---|---|---|---|---|---|
| 2023 | $53,465 | $53,465 | — | — | — |
| 2022 | $32,357 | $32,357 | — | — | — |