Plan Snapshot
- Plan Sponsor: Board Of Trustees Pittsburgh Building Owners Welfare Fund
- Sponsor EIN: 256048835
- Sponsor Address: 60 BLVD OF THE ALLIES 5TH FLOOR, PITTSBURGH, PA, 152221240
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 582
- Total Assets: $7.3M
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 | 582 | $7.3M | $10.5M | $31,024 |
| 2023 | 577 | $6.7M | $10.3M | $65,669 |
| 2022 | 573 | $5.8M | $9.4M | $71,895 |
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 |
|---|---|---|---|---|
| CDS ADMINISTRATORS, INC. | Other Service Provider | $81,000 | — | $81,000 |
| BUCK GLOBAL, LLC | Other Service Provider | $30,419 | — | $30,419 |
| DICLAUDIO & KRAMER, LLC | Auditor | $15,850 | — | $15,850 |
| MARINER INSTITUTIONAL, LLC | Other Service Provider | $14,000 | — | $14,000 |
| AMERISERV TRUST & FIN'L SVCS CO | Other Service Provider | $11,315 | — | $11,315 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DICLAUDIO & KRAMER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $152,584
- Estimated Expense Ratio: 2.095% 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 | $181,830 | $25,315 | $81,000 | $15,850 | — |
| 2023 | $184,792 | $24,221 | $81,000 | $15,400 | — |
| 2022 | $182,463 | $23,588 | $81,000 | — | $48,914 |