Plan Snapshot
- Plan Sponsor: Dollar Bank, Federal Savings Bank
- Sponsor EIN: 250444380
- Sponsor Address: 20 STANWIX STREET, 19TH FLOOR, PITTSBURGH, PA, 15222
- Plan Type: DC
- Total Participants: 1,577
- Total Assets: $245.1M
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 | 1,577 | $245.1M | $1.3M | $9.1M |
| 2023 | 1,538 | $201.4M | $7.5M | $8.0M |
| 2022 | 1,516 | $171.5M | $7.9M | $7.8M |
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 |
|---|---|---|---|---|
| VANGUARD FIDUCIARY TRUST CO | OUTSIDE CONTRACTOR | $143,425 | — | $143,425 |
| BAKER TILLY US, LLP | OUTSIDE CONTRACTOR | $14,050 | — | $14,050 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD FIDUCIARY TRUST CO — OUTSIDE CONTRACTOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $157,475
- Estimated Expense Ratio: 0.064% 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 | $144,818 | $143,595 | — | — | — |
| 2023 | $115,808 | $112,502 | — | — | — |
| 2022 | $106,335 | $102,478 | — | — | — |