Plan Snapshot
- Plan Sponsor: Board Of Trustees Usw District 10, Local 286,
- Sponsor EIN: 231661924
- Sponsor Address: 410-424 NORTH EIGHTH STREET, PHILADELPHIA, PA, 19123
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,750
- Total Assets: $12.5M
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 | 1,750 | $12.5M | $22.5M | $8,127 |
| 2023 | 1,637 | $10.1M | $19.4M | $2,763 |
| 2022 | 1,477 | $8.9M | $19.7M | $21,453 |
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 |
|---|---|---|---|---|
| USW DISTRICT 10 LOCAL 286 UNION | Other Service Provider | $604,901 | — | $604,901 |
| CONNER STRONG COMPANIES | Other Service Provider | $102,533 | — | $102,533 |
| CARLO SIMONE, III. | Other Service Provider | — | $99,274 | $99,274 |
| NOVAK FRANCELLA LLC | Auditor | $33,668 | — | $33,668 |
| SOBOL GROUP, P.C. | Other Service Provider | $32,000 | — | $32,000 |
| SPEAR WILDERMAN PC | ERISA Attorney | $32,000 | — | $32,000 |
| BOYD WATTERSON ASSET MANAGEMENT LLC | Other Service Provider | $11,335 | — | $11,335 |
| XPAN LAW PARTNERS, LLC | Other Service Provider | $10,800 | — | $10,800 |
| WEDGE CAPITAL MANAGEMENT | Other Service Provider | $8,490 | — | $8,490 |
| HEALTH ADVOCATE SOLUTIONS, INC. | Other Service Provider | $7,467 | — | $7,467 |
| INVESTMENT PERFORMANCE SERVICES | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $947,468
- Estimated Expense Ratio: 7.593% 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 | $950,691 | $24,825 | — | $17,168 | — |
| 2023 | $846,449 | $25,505 | — | $17,195 | — |
| 2022 | $842,967 | $26,751 | — | — | $204,552 |