Plan Snapshot
- Plan Sponsor: Bd Of Trustees Of The Elev Constu Annuity And 401k Ret Plan
- Sponsor EIN: 522125995
- Sponsor Address: 19 CAMPUS BLVD, SUITE 200, NEWTOWN SQUARE, PA, 190733288
- Plan Type: 401(k)
- Total Participants: 28,341
- Total Assets: $7.3B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 28,341 | $7.3B | $470.6M | $167.7M |
| 2023 | 30,239 | $6.3B | $434.5M | $163.9M |
| 2022 | 32,318 | $5.2B | $414.0M | $148.8M |
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 | $104,537 | — | $104,537 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANIEL A. WINTERS & COMPANY, CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,537
- Estimated Expense Ratio: 0.001% 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 | $3,905,279 | $290,123 | $1,600,000 | $104,537 | — |
| 2023 | $3,385,717 | $216,000 | $1,150,000 | $97,495 | — |
| 2022 | $2,839,219 | $249,200 | $1,600,000 | — | $538,768 |