Plan Snapshot
- Plan Sponsor: Board Of Trustees Bud Lutty Charitable Scholarship Trust
- Sponsor EIN: 251720647
- Sponsor Address: 345 SOUTHPOINTE BLVD STE 200, CANONSBURG, PA, 153178571
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2024 | 84 | $45,698 | $9,390 | $0 |
| 2023 | 1,238 | $61,834 | $28,098 | $0 |
| 2022 | 1,259 | $53,570 | $27,015 | $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 |
|---|---|---|---|---|
| DICLAUDIO & KRAMER LLC | Other Service Provider | $7,500 | — | $7,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,500
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 | $43,409 | — | $1,282 | $7,500 | — |
| 2024 | $14,479 | — | $5,992 | $3,750 | — |
| 2023 | $18,528 | — | $7,414 | $4,150 | — |
| 2022 | $19,168 | — | — | — | $7,031 |