# Board Of Trustees Usw District 10, Local 286, 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-usw-district-10-local-286-231661924-501

> Board Of Trustees Usw District 10, Local 286,'s 401(k) plan: 1,750 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-usw-district-10-local-286-231661924-501)

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