Plan Snapshot
- Plan Sponsor: Board Of Trustees Teamsters Local 830 Retirement Savings Plan
- Sponsor EIN: 237367250
- Sponsor Address: 12298 TOWNSEND ROAD, PHILADELPHIA, PA, 191541203
- Plan Type: DC
- Total Participants: 2,248
- Total Assets: $106.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,248 | $106.4M | $4.3M | $3.4M |
| 2023 | 1,914 | $97.7M | $4.0M | $3.0M |
| 2022 | 1,826 | $87.9M | $3.8M | $3.3M |
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 |
|---|---|---|---|---|
| LOCAL 830 PENSION FUND | RELATED FUND | $373,819 | — | $373,819 |
| BENEFIT PLANS ADMINISTRATIVE SERVIC | NONE | $275,647 | — | $275,647 |
| INVESTMENT PERFORMANCE SERVICES | NONE | $53,750 | — | $53,750 |
| NOVAK FRANCELLA LLC | NONE | $23,968 | — | $23,968 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENEFIT PLANS ADMINISTRATIVE SERVIC — NONE
- NOVAK FRANCELLA LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $727,184
- Estimated Expense Ratio: 0.683% 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 | $775,810 | $53,750 | $275,647 | $23,350 | — |
| 2023 | $619,911 | $48,750 | — | $20,024 | — |
| 2022 | $506,791 | $45,000 | — | — | $61,539 |