Plan Snapshot
- Plan Sponsor: Bd Of Tees Of Plumb Lu 690 Schol Fd
- Sponsor EIN: 412064526
- Sponsor Address: 2791 SOUTHAMPTON ROAD, PHILADELPHIA, PA, 191541296
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 317
- Total Assets: $1.2M
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 | 317 | $1.2M | $161,114 | $0 |
| 2023 | 317 | $1.1M | $167,523 | $0 |
| 2022 | 330 | $996,639 | $171,864 | $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 |
|---|---|---|---|---|
| DANIEL A. WINTERS & COMPANY, CPAS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $13,834 | $1,024 | — | — | — |
| 2023 | $13,777 | $253 | — | — | — |
| 2022 | $12,910 | $100 | — | — | — |