# Central Pennsylvania Teamsters Pension Fund, Trustees DC Plan
Source: https://planprovider.pro/companies/central-pennsylvania-teamsters-pension-fund-trustees-plan-009

> Central Pennsylvania Teamsters Pension Fund, Trustees's DC plan: 3,372 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.|NONE|$425,128|—|$425,128|

| LOOMIS SAYLES TRUST CO.|NONE|$342,603|—|$342,603|

| WESTFIELD CAPITAL MGMT CO LP|NONE|$328,286|—|$328,286|

| INTERCONTINENTAL R/E CORPORATION|NONE|—|$310,234|$310,234|

| SEGALL BRYANT & HAMILL|NONE|$296,432|—|$296,432|

| GREAT LAKES ADVISORS, LLC|NONE|$222,755|—|$222,755|

| INVESTMENT PERFORMANCE SERVICES|NONE|$190,000|—|$190,000|

| SIERRA INVESTMENT PARTNERS, INC.|NONE|$184,859|—|$184,859|

| HAMILTON LANE ADVISORS, LLC|NONE|—|$150,357|$150,357|

| NOVAK FRANCELLA LLC|NONE|$77,085|—|$77,085|

| MICHELLE L. HOUCK|EMPLOYEE|$75,014|—|$75,014|

| JOSEPH J. SAMOLEWICZ|EMPLOYEE|$70,371|—|$70,371|

| NORTHERN TRUST COMPANY|NONE|$67,685|—|$67,685|

| ASHLEY BORTZ|EMPLOYEE|$62,746|—|$62,746|

| JUDITH A. GUIDARA|EMPLOYEE|$61,582|—|$61,582|

| WILLIG, WILLIAMS & DAVIDSON|NONE|$60,478|—|$60,478|

| MARTIN L. CULLEN|EMPLOYEE|$53,007|—|$53,007|

| CBIZ RPS|NONE|$52,322|—|$52,322|

| JAMES STRICKER|EMPLOYEE|$50,386|—|$50,386|

| KRYSTAL CRUZ-GALO|EMPLOYEE|$49,082|—|$49,082|

| ESSEX TECHNOLOGY GROUP INC|NONE|$44,891|—|$44,891|

| MORGAN LEWIS & BOCKIUS LLP|NONE|$44,825|—|$44,825|

| RUSTY KEMP|EMPLOYEE|$40,748|—|$40,748|

| ROBERT GENSLINGER|EMPLOYEE|$36,657|—|$36,657|

| KYLE WELLER|EMPLOYEE|$35,131|—|$35,131|

| PETER SHIFFER|EMPLOYEE|$32,891|—|$32,891|

| LV PRINT CENTER|NONE|$32,614|—|$32,614|

| LORI KEMMERER|EMPLOYEE|$32,104|—|$32,104|

| DAMIEN WILD|EMPLOYEE|$30,258|—|$30,258|

| WEIDENHAMMER SYSTEMS CORP|NONE|$27,762|—|$27,762|

| KELLY SNYDER|EMPLOYEE|$26,294|—|$26,294|

| LISA M. MIECZKOWSKI|EMPLOYEE|$25,597|—|$25,597|

| FABRICANT & FABRICANT INC|NONE|—|$13,725|$13,725|

| DOYLE PRINTING & OFFSET CO.|NONE|$9,284|—|$9,284|

| KENNETH A. ROSS|TRUSTEE|$7,050|—|$7,050|

| STRATIX SYSTEMS, INC.|NONE|$6,765|—|$6,765|

| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC|NONE|$6,688|—|$6,688|

| KEVIN M. BOLIG|TRUSTEE|$6,282|—|$6,282|

### 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) — NONE

- [WILLIG, WILLIAMS & DAVIDSON](https://planprovider.pro/provider/willig-williams-and-davidson) — NONE

- [MORGAN LEWIS & BOCKIUS LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — NONE

## 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|

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