Retirement plan

THE APWU NATIONALLY SPONSORED 401(K) PLAN FOR LOCALS

Name: BOARD OF TRUSTEES OF THE APWU NATIONALLY SPONSORED 401(K) PLAN FOR LOC - THE APWU NATIONALLY SPONSORED 401(K) PLAN FOR LOCALS (2024) Form 5500
Creator: BOARD OF TRUSTEES OF THE APWU NATIONALLY SPONSORED 401(K) PLAN FOR LOC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE APWU NATIONALLY SPONSORED 401(K) PLAN FOR LOCALS, BOARD OF TRUSTEES OF THE APWU NATIONALLY SPONSORED 401(K) PLAN FOR LOC

BOARD OF TRUSTEES OF THE APWU NATIONALLY SPONSORED 401(K) PLAN FOR LOCEIN 81-0587858Plan #001PY 2024

1300 L STREET, NW - WASHINGTON, DC 20005202-842-4200

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+13.0% from 2023

Total participants

-3.8% from 2023

Average account balance

$37,502

+13.0% from 2023

Annual return

11.51%

-4.81 pp from 2023

Benchmarks

See 10,680 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort10,680 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.35M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$38K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

70.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$109K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.51%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$2561

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$92K

$1807 / participant

Other / not subdivided$92K100.0%

% of EOY assets

6.828%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$37,502

$58,241-35.6%

$81,780-54.1%

$80,911-53.7%

Participation rate

70.6%

63.4%+7.1pp

72.4%-1.8pp

67.6%+2.9pp

Annual return

11.51%

41.73%-30.2pp

776.27%-764.8pp

35.63%-24.1pp

Employer contribution / active EE

$804

$2,343-65.7%

$2,914-72.4%

$2,756-70.8%

Participant deferral / active EE

$1,334

$3,283-59.3%

$4,321-69.1%

$4,297-68.9%

Admin fee / account holder

$2,561

$4,973-48.5%

$7,384-65.3%

$6,935-63.1%

THE APWU NATIONALLY SPONSORED 401(K) PLAN FOR LOCALS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE APWU NATIONALLY SPONSORED 401(K) PLAN FOR LOCALS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion