Plan Snapshot
- Plan Sponsor: Bd Of Trustees Of Pension Fund Amal Meat Cutters
- Sponsor EIN: 111896845
- Sponsor Address: 1845 WALNUT STREET, 10TH FLOOR, PHILADELPHIA, PA, 19103
- Plan Type: DB
- Plan Number: 001
- Total Participants: 2,511
- 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. |
|---|---|---|---|---|
| 2025 | 2,511 | $1.2M | $0 | $0 |
| 2024 | 0 | $1.1M | $0 | $0 |
| 2023 | 0 | $1.3M | $0 | $0 |
| 2022 | 0 | $1.6M | $0 | $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 |
|---|---|---|---|---|
| CBIZ RETIREMENT PLAN SERVICES | Other Service Provider | $252,628 | — | $252,628 |
| NOVAK FRANCELLA LLC | Other Service Provider | $24,162 | — | $24,162 |
| LARRY MAGARIK | Other Service Provider | $22,095 | — | $22,095 |
| PNC BANK | Other Service Provider | $7,377 | — | $7,377 |
| COHEN WEISS & SIMON LLP | Other Service Provider | $7,300 | — | $7,300 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $313,562
- Estimated Expense Ratio: 26.745% 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 |
|---|---|---|---|---|---|
| 2025 | $9,298,615 | — | $231,503 | $24,000 | — |
| 2024 | $336,184 | — | $238,460 | $24,000 | — |
| 2023 | $449,513 | — | $289,224 | $24,000 | — |
| 2022 | $940,222 | $31,022 | $340,693 | — | $151,062 |