Plan Snapshot
- Plan Sponsor: Electrical Workers Local No 26 Pension Trust Fund
- Sponsor EIN: 526117919
- Sponsor Address: 10003 DEREKWOOD LANE, SUITE 130, LANHAM, MD, 207064811
- Plan Type: DB
- Total Participants: 8,612
- Total Assets: $1.0B
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 | 8,612 | $1.0B | $83.6M | $0 |
| 2023 | 7,872 | $942.1M | $68.6M | $0 |
| 2022 | 7,302 | $877.0M | $64.1M | $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 |
|---|---|---|---|---|
| ELECTRICAL WELFARE TRUST FUND | Other Service Provider | $804,631 | — | $804,631 |
| SIERRA INVESTMENT PARTNERS, INC | Other Service Provider | $633,526 | — | $633,526 |
| WEDGE CAPITAL | Other Service Provider | $472,327 | — | $472,327 |
| INTERCONTINENTAL REAL ESTATE CORP | Other Service Provider | $461,268 | — | $461,268 |
| JANUS CAPITAL MANAGEMENT LLC | Other Service Provider | $403,028 | — | $403,028 |
| HAMILTON LANE ADVISORS LLC | Other Service Provider | $364,500 | — | $364,500 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $281,788 | — | $281,788 |
| HARDMAN JOHNSTON GLOBAL ADVISORS | Other Service Provider | $272,984 | — | $272,984 |
| CHARTWELL INVESTMENT PARTNERS, INC. | Other Service Provider | $264,475 | — | $264,475 |
| GCM GROSVENOR L.P. | Other Service Provider | $254,391 | — | $254,391 |
| MESIROW FINANCIAL | Other Service Provider | $246,072 | — | $246,072 |
| INVESTMENT PERFORMANCE SERVICES LLC | Other Service Provider | $225,000 | — | $225,000 |
| AMERICAN REALTY ADVISORS | Other Service Provider | $203,098 | — | $203,098 |
| NEWTOWER TRUST COMPANY | Other Service Provider | $184,743 | — | $184,743 |
| LOOMIS SAYLES TRUST COMPANY | Other Service Provider | $178,273 | — | $178,273 |
| HORIZON ACTUARIAL SERVICES, LLC | Other Service Provider | $163,369 | — | $163,369 |
| SARFINO AND RHOADES | Other Service Provider | $127,540 | — | $127,540 |
| SLEVIN & HART P.C. | ERISA Attorney | $115,977 | — | $115,977 |
| PENSION BENEFIT INFORMATION, LLC | Other Service Provider | $70,092 | — | $70,092 |
| GLOUSTON PRIVATE EQUITY | Other Service Provider | $51,700 | — | $51,700 |
| ASB CAPITAL MANAGEMENT | Other Service Provider | $41,268 | — | $41,268 |
| SEGAL MARCO ADVISORS | Other Service Provider | $16,250 | — | $16,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLEVIN & HART P.C. — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,836,300
- Estimated Expense Ratio: 0.560% 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 | $6,781,930 | $4,376,276 | $804,631 | $122,170 | — |
| 2023 | $5,765,770 | $3,906,687 | $572,360 | $123,715 | — |
| 2022 | $4,069,826 | $2,238,126 | $660,719 | — | $544,809 |