Plan Snapshot
- Plan Sponsor: Board Of Trustees Steamfitters Local #449 Pension Fund
- Sponsor EIN: 256032401
- Sponsor Address: 232 WISE ROAD, SUITE 330, HARMONY, PA, 160379221
- Plan Type: DB
- Total Participants: 1,652
- Total Assets: $479.3M
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 | 1,652 | $479.3M | $28.7M | $0 |
| 2023 | 1,656 | $436.4M | $28.1M | $0 |
| 2022 | 1,656 | $387.0M | $26.2M | $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 |
|---|---|---|---|---|
| WINSLOW ASSET MANAGEMENT | Other Service Provider | $367,959 | — | $367,959 |
| CDS ADMINISTRATORS | Other Service Provider | $308,528 | — | $308,528 |
| FOUNDRY PARTNERS | Other Service Provider | $265,252 | — | $265,252 |
| LOOMIS SAYLES & CO. | Other Service Provider | $211,247 | — | $211,247 |
| PNC PCA SCC | Other Service Provider | $185,425 | — | $185,425 |
| GAMCO | Other Service Provider | $137,312 | — | $137,312 |
| CHARTWELL INVESTMENT PARTNERS, LLC | Other Service Provider | $136,525 | — | $136,525 |
| PNC INSTITUTIONAL INVESTMENTS | Other Service Provider | $134,268 | — | $134,268 |
| C S MCKEE | Other Service Provider | $102,581 | — | $102,581 |
| PRUDENTIAL RETIREMENT INSURANCE | Other Service Provider | $97,862 | — | $97,862 |
| SEGAL MARCO ADVISORS | Other Service Provider | $57,000 | — | $57,000 |
| HENRY ROSSI & CO., LLP | Auditor | $37,740 | — | $37,740 |
| GRIDIRON PARTNERS | Other Service Provider | $31,539 | — | $31,539 |
| MORGAN STANLEY | Investment Advisor | $31,148 | — | $31,148 |
| THE PHILADELPHIA TRUST COMPANY | Other Service Provider | $29,431 | — | $29,431 |
| FOSTER & FOSTER | Other Service Provider | $28,071 | — | $28,071 |
| MEYER, UNKOVIC & SCOTT | ERISA Attorney | $24,325 | — | $24,325 |
| ALLEGHENY COMMERCIAL PRINTING | Other Service Provider | $22,509 | — | $22,509 |
| PNC BANK | Other Service Provider | $10,248 | — | $10,248 |
| CIM INVESTMENT MANAGEMENT | Other Service Provider | $7,702 | — | $7,702 |
| TUCKER ARENSBERG, P.C. | Other Service Provider | $5,537 | — | $5,537 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HENRY ROSSI & CO., LLP — Auditor
- MORGAN STANLEY — Investment Advisor
- MEYER, UNKOVIC & SCOTT — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,232,209
- Estimated Expense Ratio: 0.466% 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 | $2,416,536 | $1,795,587 | — | — | — |
| 2023 | $2,235,392 | $1,673,254 | — | — | — |
| 2022 | $2,558,117 | $2,002,166 | — | — | $83,825 |