Plan Snapshot
- Plan Sponsor: Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund
- Sponsor EIN: 556021850
- Sponsor Address: 267 STAUNTON AVE, SOUTH CHARLESTON, WV, 25303
- Plan Type: DB
- Total Participants: 1,477
- Total Assets: $452.8M
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 | 1,477 | $452.8M | $27.1M | $0 |
| 2023 | 1,681 | $419.9M | $29.2M | $0 |
| 2022 | 1,454 | $386.1M | $26.9M | $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 |
|---|---|---|---|---|
| HARRIS, HARDIN & COMPANY, A.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARRIS, HARDIN & COMPANY, A.C. — Auditor
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 | $2,160,250 | $1,311,579 | $231,939 | — | — |
| 2023 | $2,137,292 | $1,325,403 | $226,055 | — | — |
| 2022 | $2,129,788 | $1,339,365 | $220,539 | — | $79,517 |