# United Association Local 322 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/united-association-local-322-annuity-fund-plan

> United Association Local 322 Annuity Fund's DC plan: 2,192 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** United Association Local 322 Annuity Fund

- **Sponsor EIN:** 222708962

- **Sponsor Address:** 534 S. ROUTE 73, HAMMONTON, NJ, 080372401

- **Plan Type:** DC

- **Total Participants:** 2,192

- **Total Assets:** $148.6M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|2,192|$148.6M|$0|$0|

| 2024|2,178|$139.6M|$0|$0|

| 2023|2,032|$130.0M|$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|

| NOVAK FRANCELLA, LLC|Auditor|$35,350|—|$35,350|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $35,350

- **Estimated Expense Ratio:** 0.024% 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|

| 2025|$331,150|$27,083|—|$35,350|—|

| 2024|$348,739|$25,000|—|$34,500|—|

| 2023|$280,672|$27,083|—|—|$61,585|

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