Plan Snapshot
- Plan Sponsor: Bd Of Trustees Of Seiu Local 32bj,Dist36 Bolr Legal Services Trust Fd
- Sponsor EIN: 232307011
- Sponsor Address: 1515 MARKET STREET, SUITE 1020, PHILADELPHIA, PA, 19102
- Plan Type: 401(k)
- Plan Number: 504
- Total Participants: 4,550
- Total Assets: $2.6M
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 | 4,550 | $2.6M | $953,391 | $0 |
| 2023 | 4,497 | $2.0M | $898,854 | $0 |
| 2022 | 4,438 | $1.5M | $890,643 | $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 |
|---|---|---|---|---|
| SPEAR WILDERMAN P.C. | Other Service Provider | $511,012 | — | $511,012 |
| LOCAL 36 OPERATING ACCOUNT | Recordkeeper | $29,479 | — | $29,479 |
| STEVENS & LEE PC | ERISA Attorney | $13,672 | — | $13,672 |
| NOVAK FRANCELLA LLC | Auditor | $9,242 | — | $9,242 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LOCAL 36 OPERATING ACCOUNT — Recordkeeper
- STEVENS & LEE PC — ERISA Attorney
- NOVAK FRANCELLA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $563,405
- Estimated Expense Ratio: 21.711% 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 | $71,800 | $2,000 | — | $8,550 | — |
| 2023 | $100,143 | $2,000 | — | $11,686 | — |
| 2022 | $99,769 | $2,000 | — | — | $55,049 |