Plan Snapshot
- Plan Sponsor: Admin. Comm. Of The Usw Career Pension Plan For Appendix A Employees
- Sponsor EIN: 814329749
- Sponsor Address: 5511 HOBBS RD., KEVIL, KY, 42053
- Plan Type: DB
- Total Participants: 50
- Total Assets: $10.4M
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 | 50 | $10.4M | $888,000 | $0 |
| 2023 | 60 | $8.9M | $787,000 | $0 |
| 2022 | 63 | $7.4M | $1.3M | $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 |
|---|---|---|---|---|
| ELLIOTT DAVIS, LLC | Auditor | $27,500 | — | $27,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIOTT DAVIS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,500
- Estimated Expense Ratio: 0.265% 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 | $136,684 | — | — | $27,500 | — |
| 2023 | $191,837 | — | — | $25,300 | — |
| 2022 | $172,603 | — | $27,020 | — | $44,304 |