# Bd Of Tees Of Scholarship Fd Of Steamfitters Lu 420 401(k) Plan
Source: https://planprovider.pro/companies/bd-of-tees-of-scholarship-fd-of-steamfitters-lu-420-236919093-501

> Bd Of Tees Of Scholarship Fd Of Steamfitters Lu 420's 401(k) plan: 2,398 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Tees Of Scholarship Fd Of Steamfitters Lu 420

- **Sponsor EIN:** 236919093

- **Sponsor Address:** 14420 TOWNSEND ROAD, SUITE A, PHILADELPHIA, PA, 19154

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 2,398

- **Total Assets:** $995,830

## 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|2,398|$995,830|$0|$215,602|

| 2023|2,851|$843,117|$0|$223,285|

| 2022|2,454|$716,068|$0|$207,882|

## 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|

| DREXELBROOK CATERING & EVENT CENTER|Other Service Provider|$79,805|—|$79,805|

| HARRY BROWN - MASQUERADE ENTERTAINM|Other Service Provider|$7,500|—|$7,500|

| KENNEDY PRINTING CO., INC.|Other Service Provider|$5,484|—|$5,484|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $92,789

- **Estimated Expense Ratio:** 9.318% 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|$104,987|—|—|—|—|

| 2023|$151,272|—|—|$16,530|—|

| 2022|$159,034|—|—|—|$30,416|

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