# United Steelworkers Local 625 Benefit Trust 401(k) Plan
Source: https://planprovider.pro/companies/united-steelworkers-local-625-benefit-trust-266687118-501

> United Steelworkers Local 625 Benefit Trust's 401(k) plan: 93 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** United Steelworkers Local 625 Benefit Trust

- **Sponsor EIN:** 266687118

- **Sponsor Address:** 2914 PINE AVENUE, NIAGARA FALLS, NY, 14301

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 93

- **Total Assets:** $2.1M

## 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.|

| 2025|93|$2.1M|$0|$0|

| 2024|99|$2.0M|$1.6M|$308,798|

| 2023|98|$2.0M|$1.4M|$277,014|

| 2022|91|$2.0M|$1.4M|$275,293|

## 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|

| TRONCONI SEGARRA & ASSOCIATES, LLP|Other Service Provider|$9,347|—|$9,347|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,347

- **Estimated Expense Ratio:** 0.451% 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|$2,095,885|$3,190|—|$9,347|—|

| 2024|$18,314|$2,270|—|$10,882|—|

| 2023|$18,916|$2,152|—|$6,276|—|

| 2022|$13,516|$2,188|—|—|$11,070|

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