# Warehouse Employees Local No. 570 DB Plan
Source: https://planprovider.pro/companies/warehouse-employees-local-no-570-plan

> Warehouse Employees Local No. 570's DB plan: 836 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.|NONE|$272,611|—|$272,611|

| RBC GLOBAL ASSET MANAGEMENT|NONE|$125,071|—|$125,071|

| BROWN ADVISORY|NONE|$108,910|—|$108,910|

| INTERCONTINENTAL REAL ESTATE CORP|NONE|$82,016|—|$82,016|

| WILMINGTON TRUST|NONE|$64,277|—|$64,277|

| REYNOLDS CONSULTING SERVICES, LLC|NONE|$37,625|—|$37,625|

| CALIBRE CPA GROUP, PLLC|NONE|$35,870|—|$35,870|

| CHARTWELL INVESTMENT PARTNERS|NONE|$33,186|—|$33,186|

| BOLTON PARTNERS, INC|NONE|$25,218|—|$25,218|

| BRIDGEWAY BENEFIT TECHNOLOGIES|NONE|$24,377|—|$24,377|

| ABATO, RUBENSTEIN & ABATO|NONE|$14,845|—|$14,845|

| HILL MANAGEMENT SERVICES|NONE|$14,233|—|$14,233|

| PITNEY BOWES|NONE|$13,749|—|$13,749|

| PAVSNER PRESS INC|NONE|$6,851|—|$6,851|

### Verified Provider Profiles

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

- [RBC GLOBAL ASSET MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — NONE

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — NONE

## 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|

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- [Board Of Trustees Of Warehouse Employees Local No. 730 Pension Trust F](https://planprovider.pro/companies/board-of-trustees-of-warehouse-employees-local-no-730-pension-trust-f-plan) — 313 participants

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