# Board Of Trustees Opcmia Local 526 Annuity Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-opcmia-local-526-annuity-plan-plan

> Board Of Trustees Opcmia Local 526 Annuity Plan's DC plan: 502 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 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](https://planprovider.pro/provider/diclaudio-and-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|

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