# Board Of Trustees Teamsters Local 830 Retirement Savings Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-teamsters-local-830-retirement-savings-plan-plan

> Board Of Trustees Teamsters Local 830 Retirement Savings Plan's DC plan: 2,248 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bpas) — NONE

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/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|

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