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 |
|---|---|---|---|---|
| NAT'L ELEV IND PENSION PLAN | RELATED PLAN | $1,600,000 | — | $1,600,000 |
| EMPOWER ANNUITY INS. CO. OF AMERICA | RECORDKEEPER | $946,250 | — | $946,250 |
| SEGAL MARCO ADVISORS | NONE | $208,000 | — | $208,000 |
| O'DONOGHUE & O'DONOGHUE | NONE | $195,759 | — | $195,759 |
| DANIEL A. WINTERS & CO | NONE | $104,537 | — | $104,537 |
| SEYFARTH SHAW LLP | NONE | $44,284 | — | $44,284 |
| GALLAGHER FIDUCIARY ADVISORS | NONE | $40,000 | — | $40,000 |
| WELLS FARGO | NONE | $35,817 | — | $35,817 |
| TRUSTEE A | TRUSTEE | $20,446 | — | $20,446 |
| TRUSTEE B | TRUSTEE | $18,431 | — | $18,431 |
| SEGAL COMPANY | NONE | $17,830 | — | $17,830 |
| TRUSTEE C | TRUSTEE | $16,168 | — | $16,168 |
| TRUSTEE D | TRUSTEE | $15,632 | — | $15,632 |
| TRUSTEE E | TRUSTEE | $10,729 | — | $10,729 |
| TRUSTEE F | TRUSTEE | $6,557 | — | $6,557 |
| TRUSTEE G | TRUSTEE | $6,529 | — | $6,529 |
| TRUSTEE H | TRUSTEE | $6,040 | — | $6,040 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NAT'L ELEV IND PENSION PLAN — RELATED PLAN
- DANIEL A. WINTERS & CO — NONE
- SEYFARTH SHAW LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,293,009
- Estimated Expense Ratio: 0.045% 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 |