Plan Snapshot
- Plan Sponsor: United Association Of Journeymen Lu 286
- Sponsor EIN: 740839138
- Sponsor Address: 814 AIRPORT BLVD, AUSTIN, TX, 78702
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,882
- Total Assets: $155,560
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 | 1,882 | $155,560 | $0 | $222,180 |
| 2023 | 1,481 | $109,113 | $0 | $229,110 |
| 2022 | 1,428 | $155,121 | $0 | $223,536 |
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 |
|---|---|---|---|---|
| ATCHLEY & ASSOCIATES, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $8,193 | — | — | — | — |
| 2023 | $9,118 | — | — | — | — |
| 2022 | $9,571 | — | — | — | — |