Plan Snapshot
- Plan Sponsor: Board Of Trustees Opcmia Local 526 Annuity Plan
- Sponsor EIN: 256130880
- Sponsor Address: 1900 ANDREW ST, MUNHALL, PA, 151202554
- Plan Type: DC
- Total Participants: 502
- Total Assets: $11.8M
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 | 502 | $11.8M | $2.0M | $0 |
| 2023 | 532 | $10.9M | $1.7M | $0 |
| 2022 | 539 | $8.5M | $1.4M | $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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | NONE | $53,892 | — | $53,892 |
| DICLAUDIO & KRAMER, LLC | NONE | $12,100 | — | $12,100 |
| STEPHEN J. O'BRIEN & ASSOCIATES, LL | NONE | $7,440 | — | $7,440 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DICLAUDIO & KRAMER, LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,432
- Estimated Expense Ratio: 0.621% 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 | $231,447 | — | $151,720 | $12,100 | — |
| 2023 | $188,515 | — | $120,663 | $11,650 | — |
| 2022 | $107,921 | $32,577 | $44,039 | — | $29,519 |