Plan Snapshot
- Plan Sponsor: Bd Of Tees Of Neca Lu No 313 Ibew Pension Plan
- Sponsor EIN: 516025969
- Sponsor Address: TWO GATEWAY CENTER, 603 STANWIX ST, PITTSBURGH, PA, 152221452
- Plan Type: DB
- Total Participants: 823
- Total Assets: $233.6M
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 | 823 | $233.6M | $11.3M | $0 |
| 2023 | 814 | $216.8M | $10.2M | $0 |
| 2022 | 815 | $201.3M | $9.0M | $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 |
|---|---|---|---|---|
| WITHUM SMITH & BROWN, PC | Auditor | $12,887 | — | $12,887 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM SMITH & BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,887
- Estimated Expense Ratio: 0.006% 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 | $2,645,709 | $1,256,973 | $85,776 | $12,887 | — |
| 2023 | $1,325,474 | $980,679 | $85,776 | $20,909 | — |
| 2022 | $1,524,883 | $1,161,605 | $85,776 | — | $193,576 |