Plan Snapshot
- Plan Sponsor: Construction & Healthcare Consultants, LP
- Sponsor EIN: 251878994
- Sponsor Address: 209 SIGMA DRIVE, PITTSBURGH, PA, 152382826
- Plan Type: 401(k)
- Total Participants: 735
- Total Assets: $65.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 735 | $65.3M | $860,323 | $3.2M |
| 2023 | 767 | $62.8M | $1.3M | $4.2M |
| 2022 | 1,464 | $68.2M | $1.5M | $4.9M |
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 |
|---|---|---|---|---|
| CATANESE GROUP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $132,082 | $52,496 | — | — | — |
| 2023 | $192,891 | $84,105 | — | — | — |
| 2022 | $194,924 | — | — | — | — |