# Bd Of Trustees Of The Elev Constu Annuity And 401k Ret Plan 401(k) Plan
Source: https://planprovider.pro/companies/bd-of-trustees-of-the-elev-constu-annuity-and-401k-ret-plan-401k-plan

> Bd Of Trustees Of The Elev Constu Annuity And 401k Ret Plan's 401(k) plan: 28,341 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/employee-fiduciary) — RELATED PLAN

- [DANIEL A. WINTERS & CO](https://planprovider.pro/provider/daniel-a-winters-and-company) — NONE

- [SEYFARTH SHAW LLP](https://planprovider.pro/provider/goldman-sachs) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-trustees-of-the-elev-constu-annuity-and-401k-ret-plan-401k-plan)

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