# United Steel, Paper And Forestry, Rubber, Manufacturing, Energy, Allie DB Plan
Source: https://planprovider.pro/companies/usw-international-union-plan-011

> United Steel, Paper And Forestry, Rubber, Manufacturing, Energy, Allie's DB plan: 10 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Steel, Paper And Forestry, Rubber, Manufacturing, Energy, Allie

- **Sponsor EIN:** 250818080

- **Sponsor Address:** 60 BOULEVARD OF THE ALLIES, PITTSBURGH, PA, 152221214

- **Plan Type:** DB

- **Total Participants:** 10

- **Total Assets:** $47.6M

## 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:** No

## Plan Financials by Year

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

| 2024|10|$47.6M|$0|$0|

| 2023|17|$46.5M|$0|$0|

| 2022|18|$43.8M|$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|

| SCHAFER CULLEN CAPITAL MANAGEMENT|INVESTMENT MANAGER|$34,257|—|$34,257|

| MORGAN STANLEY SMITH BARNEY LLC|INVESTMENT ADVISOR|$12,872|—|$12,872|

| NORTHERN TRUST COMPANY|CUSTODIAN/INV MGR|$7,308|$4,696|$12,004|

| SCHNEIDER DOWNS & CO., INC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [SCHNEIDER DOWNS & CO., INC.](https://planprovider.pro/provider/schneider-downs-and-co-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $59,133

- **Estimated Expense Ratio:** 0.124% 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|$54,539|$52,308|—|—|—|

| 2023|$49,728|$44,765|—|—|—|

| 2022|$36,775|$36,775|—|—|—|

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