# Board Of Trustees Of Local Union Number 130, Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-local-union-number-130-annuity-fund-237062537-001

> Board Of Trustees Of Local Union Number 130, Annuity Fund's DC plan: 492 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Local Union Number 130, Annuity Fund

- **Sponsor EIN:** 237062537

- **Sponsor Address:** 431 WYOMING AVENUE, SUITE 10, SCRANTON, PA, 185031228

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 492

- **Total Assets:** $12.3M

## 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|492|$12.3M|$302,280|$0|

| 2023|199|$14.1M|$241,304|$0|

| 2022|196|$14.2M|$289,030|$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|

| CAPTRUST FINANCIAL ADVISORS|Other Service Provider|$26,326|—|$26,326|

| LAWRENCE C. MUSGROVE ASSOCIATES|Other Service Provider|$16,373|—|$16,373|

| ALAN ROSS & COMPANY PC|Other Service Provider|$15,186|—|$15,186|

| JOHN HANCOCK TRUST COMPANY, LLC|Recordkeeper|$6,598|—|$6,598|

| BARATZ & ASSOCIATES PA|Other Service Provider|$6,020|—|$6,020|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK TRUST COMPANY, LLC](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $70,503

- **Estimated Expense Ratio:** 0.573% 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|$86,590|$32,925|$16,373|$21,206|—|

| 2023|$225,069|$142,129|$43,078|$15,645|—|

| 2022|$238,430|$155,701|$46,478|—|$24,791|

## Similar Plans

- [Greater Pennsylvania Carpenters' Annuity And Savings Fund](https://planprovider.pro/companies/greater-pennsylvania-carpenters-annuity-and-savings-fund-plan) — 16,943 participants

- [Board Of Trustees Eastern Atlantic States Carpenters Annuity Fund](https://planprovider.pro/companies/board-of-trustees-eastern-atlantic-states-carpenters-annuity-fund-plan) — 14,943 participants

- [Board Of Trustees Eastern Atlantic States Carpenters Health Fund](https://planprovider.pro/companies/board-of-trustees-eastern-atlantic-states-carpenters-health-fund-226032181-501) — 11,342 participants

- [Greater Pennsylvania Carpenters' Pension Fund](https://planprovider.pro/companies/greater-pennsylvania-carpenters-pension-fund-plan) — 8,933 participants

- [Greater Pennsylvania Carpenters' Medical Plan](https://planprovider.pro/companies/greater-pennsylvania-carpenters-medical-plan-237007718-501) — 7,663 participants

- [International Union Of Painters & Allied Trades Dc No. 21 Annuity Fund](https://planprovider.pro/companies/international-union-of-painters-allied-trades-dc-no-21-annuity-fund-plan) — 4,931 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-local-union-number-130-annuity-fund-237062537-001)

© 2026 PlanProvider.Pro