Plan Snapshot
- Plan Sponsor: Board Of Trustees Usw District 10,Local 286,
- Sponsor EIN: 230630051
- Sponsor Address: 410-424 NORTH EIGHTH STREET, PHILADELPHIA, PA, 19123
- Plan Type: DB
- Total Participants: 0
- Total Assets: $72.2M
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 | 0 | $72.2M | $0 | $0 |
| 2023 | 0 | $72.7M | $0 | $0 |
| 2022 | 0 | $72.8M | $0 | $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 |
|---|---|---|---|---|
| USW DISTRICT 10 LOCAL 286 UNION | Other Service Provider | $471,433 | — | $471,433 |
| BOYD WATTERSON ASSET MANAGEMENT | Other Service Provider | $122,568 | — | $122,568 |
| CARLO SIMONE III | Other Service Provider | — | $99,274 | $99,274 |
| CHARTWELL INVESTMENT PARTNERS LLC | Other Service Provider | $70,575 | — | $70,575 |
| INVESTMENT PERFORMANCE SERVICES, LL | Other Service Provider | $50,000 | — | $50,000 |
| SPEAR WILDERMAN, P.C. | Other Service Provider | $32,000 | — | $32,000 |
| SOBOL LAW GROUP P.C. | Other Service Provider | $32,000 | — | $32,000 |
| GREAT LAKES ADVISORS, LLC | Other Service Provider | $28,467 | — | $28,467 |
| WEDGE CAPITAL MANAGEMENT, LLP | Other Service Provider | $27,938 | — | $27,938 |
| CBIZ, INC. | Other Service Provider | $23,575 | — | $23,575 |
| ASB CAPITAL MANAGEMENT, LLC | Other Service Provider | $21,546 | — | $21,546 |
| NOVAK FRANCELLA LLC | Auditor | $17,514 | — | $17,514 |
| XPAN LAW PARTNERS, LLC | Other Service Provider | $10,800 | — | $10,800 |
| CHEVY CHASE TRUST COMPANY | Other Service Provider | $10,773 | — | $10,773 |
| US BANK NATIONAL ASSOCIATION | Recordkeeper | $7,257 | — | $7,257 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA LLC — Auditor
- US BANK NATIONAL ASSOCIATION — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,025,720
- Estimated Expense Ratio: 1.421% 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 | $1,111,111 | $331,869 | — | $17,514 | — |
| 2023 | $1,183,122 | $353,926 | — | $17,559 | — |
| 2022 | $1,131,740 | $346,951 | — | — | $105,664 |