Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Teamsters- National 401k Savings Plan Trust
- Sponsor EIN: 521967784
- Sponsor Address: 2 GATEWAY CENTER, PITTSBURGH, PA, 152221004
- Plan Type: 401(k)
- Total Participants: 152,462
- Total Assets: $1.5B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 152,462 | $1.5B | $25.7M | $60.2M |
| 2023 | 152,665 | $1.4B | $34.4M | $71.5M |
| 2022 | 155,329 | $1.4B | $45.8M | $80.7M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | NONE | $1,232,535 | — | $1,232,535 |
| ZENITH AMERICAN SOLUTIONS | NONE | $593,200 | — | $593,200 |
| WITHUMSMITH+BROWN, PC | NONE | $408,030 | — | $408,030 |
| MORGAN LEWIS BOCKIUS LLP | NONE | $381,000 | — | $381,000 |
| ALAN D BILLER ASSOCIATES | NONE | $94,000 | — | $94,000 |
| INTERNATIONAL BROTHER OF TEAMSTERS | NONE | $25,848 | — | $25,848 |
| FEINBERG DUMONT BRENNAN | NONE | $14,791 | — | $14,791 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — NONE
- MORGAN LEWIS BOCKIUS LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,749,404
- Estimated Expense Ratio: 0.186% 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 | $2,984,340 | $94,000 | $593,200 | $33,281 | — |
| 2023 | $3,151,766 | $82,552 | $728,218 | $41,387 | — |
| 2022 | $3,280,491 | $126,682 | $690,752 | — | $510,520 |