# 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-plan

> Board Of Trustees Of Local Union Number 130, Annuity Fund's DC plan: 492 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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

- **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.|

| 2025|492|$12.3M|$0|$0|

| 2024|199|$14.1M|$0|$0|

| 2023|196|$14.2M|$0|$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|

| ALAN ROSS & COMPANY PC|Auditor|$21,206|—|$21,206|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $21,206

- **Estimated Expense Ratio:** 0.172% 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|

| 2025|$86,590|$32,925|$16,373|$21,206|—|

| 2024|$225,069|$142,129|$43,078|$15,645|—|

| 2023|$238,430|$155,701|$46,478|—|$24,791|

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