Plan Snapshot
- Plan Sponsor: Warehouse Employees Local No. 570
- Sponsor EIN: 526048848
- Sponsor Address: 1005 NORTH POINT BOULEVARD STE 726, BALTIMORE, MD, 212243405
- Plan Type: DB
- Total Participants: 836
- Total Assets: $255.2M
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 | 836 | $255.2M | $4.5M | $0 |
| 2023 | 795 | $233.8M | $4.1M | $0 |
| 2022 | 771 | $209.5M | $4.1M | $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 |
|---|---|---|---|---|
| ULLICO INVESTMENT ADVISORS INC. | Other Service Provider | $272,611 | — | $272,611 |
| RBC GLOBAL ASSET MANAGEMENT | Recordkeeper | $125,071 | — | $125,071 |
| BROWN ADVISORY | Other Service Provider | $108,910 | — | $108,910 |
| INTERCONTINENTAL REAL ESTATE CORP | Other Service Provider | $82,016 | — | $82,016 |
| WILMINGTON TRUST | Other Service Provider | $64,277 | — | $64,277 |
| REYNOLDS CONSULTING SERVICES, LLC | Other Service Provider | $37,625 | — | $37,625 |
| CALIBRE CPA GROUP, PLLC | Auditor | $35,870 | — | $35,870 |
| CHARTWELL INVESTMENT PARTNERS | Other Service Provider | $33,186 | — | $33,186 |
| BOLTON PARTNERS, INC | Other Service Provider | $25,218 | — | $25,218 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $24,377 | — | $24,377 |
| ABATO, RUBENSTEIN & ABATO | Other Service Provider | $14,845 | — | $14,845 |
| HILL MANAGEMENT SERVICES | Other Service Provider | $14,233 | — | $14,233 |
| PITNEY BOWES | Other Service Provider | $13,749 | — | $13,749 |
| PAVSNER PRESS INC | Other Service Provider | $6,851 | — | $6,851 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC GLOBAL ASSET MANAGEMENT — Recordkeeper
- CALIBRE CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $858,839
- Estimated Expense Ratio: 0.337% 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 | $1,125,446 | $664,344 | — | $28,370 | — |
| 2023 | $1,221,705 | $664,157 | — | $33,540 | — |
| 2022 | $1,011,738 | $566,418 | — | — | $149,524 |