Plan Snapshot
- Plan Sponsor: Central Pennsylvania Teamsters Pension Fund, Trustees
- Sponsor EIN: 236262789
- Sponsor Address: P.O. BOX 15223, READING, PA, 196125223
- Plan Type: DC
- Total Participants: 3,372
- Total Assets: $805.7M
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 | 3,372 | $805.7M | $12.4M | $0 |
| 2023 | 3,427 | $877.5M | $11.4M | $0 |
| 2022 | 3,684 | $927.0M | $10.2M | $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 |
|---|---|---|---|---|
| WASHINGTON CAPITAL MANAGEMENT, INC. | Other Service Provider | $425,128 | — | $425,128 |
| LOOMIS SAYLES TRUST CO. | Other Service Provider | $342,603 | — | $342,603 |
| WESTFIELD CAPITAL MGMT CO LP | Other Service Provider | $328,286 | — | $328,286 |
| INTERCONTINENTAL R/E CORPORATION | Other Service Provider | — | $310,234 | $310,234 |
| SEGALL BRYANT & HAMILL | Other Service Provider | $296,432 | — | $296,432 |
| GREAT LAKES ADVISORS, LLC | Other Service Provider | $222,755 | — | $222,755 |
| INVESTMENT PERFORMANCE SERVICES | Other Service Provider | $190,000 | — | $190,000 |
| SIERRA INVESTMENT PARTNERS, INC. | Other Service Provider | $184,859 | — | $184,859 |
| HAMILTON LANE ADVISORS, LLC | Other Service Provider | — | $150,357 | $150,357 |
| NOVAK FRANCELLA LLC | Auditor | $77,085 | — | $77,085 |
| MICHELLE L. HOUCK | Other Service Provider | $75,014 | — | $75,014 |
| JOSEPH J. SAMOLEWICZ | Other Service Provider | $70,371 | — | $70,371 |
| NORTHERN TRUST COMPANY | Other Service Provider | $67,685 | — | $67,685 |
| ASHLEY BORTZ | Other Service Provider | $62,746 | — | $62,746 |
| JUDITH A. GUIDARA | Other Service Provider | $61,582 | — | $61,582 |
| WILLIG, WILLIAMS & DAVIDSON | ERISA Attorney | $60,478 | — | $60,478 |
| MARTIN L. CULLEN | Other Service Provider | $53,007 | — | $53,007 |
| CBIZ RPS | Other Service Provider | $52,322 | — | $52,322 |
| JAMES STRICKER | Other Service Provider | $50,386 | — | $50,386 |
| KRYSTAL CRUZ-GALO | Other Service Provider | $49,082 | — | $49,082 |
| ESSEX TECHNOLOGY GROUP INC | Other Service Provider | $44,891 | — | $44,891 |
| MORGAN LEWIS & BOCKIUS LLP | ERISA Attorney | $44,825 | — | $44,825 |
| RUSTY KEMP | Other Service Provider | $40,748 | — | $40,748 |
| ROBERT GENSLINGER | Other Service Provider | $36,657 | — | $36,657 |
| KYLE WELLER | Other Service Provider | $35,131 | — | $35,131 |
| PETER SHIFFER | Other Service Provider | $32,891 | — | $32,891 |
| LV PRINT CENTER | Other Service Provider | $32,614 | — | $32,614 |
| LORI KEMMERER | Other Service Provider | $32,104 | — | $32,104 |
| DAMIEN WILD | Other Service Provider | $30,258 | — | $30,258 |
| WEIDENHAMMER SYSTEMS CORP | Other Service Provider | $27,762 | — | $27,762 |
| KELLY SNYDER | Other Service Provider | $26,294 | — | $26,294 |
| LISA M. MIECZKOWSKI | Other Service Provider | $25,597 | — | $25,597 |
| FABRICANT & FABRICANT INC | Other Service Provider | — | $13,725 | $13,725 |
| DOYLE PRINTING & OFFSET CO. | Other Service Provider | $9,284 | — | $9,284 |
| KENNETH A. ROSS | Custodian / Trustee | $7,050 | — | $7,050 |
| STRATIX SYSTEMS, INC. | Other Service Provider | $6,765 | — | $6,765 |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC | Other Service Provider | $6,688 | — | $6,688 |
| KEVIN M. BOLIG | Custodian / Trustee | $6,282 | — | $6,282 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA LLC — Auditor
- WILLIG, WILLIAMS & DAVIDSON — ERISA Attorney
- MORGAN LEWIS & BOCKIUS LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,589,978
- Estimated Expense Ratio: 0.446% 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 | $3,676,080 | $2,001,830 | — | $77,085 | — |
| 2023 | $3,806,480 | $2,175,240 | — | $77,236 | — |
| 2022 | $4,031,379 | $2,224,094 | — | — | $510,778 |