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 |
|---|---|---|---|---|
| INTERCONTINENTAL | Auditor | $266,800 | — | $266,800 |
| IMF INVESTORS | Other Service Provider | $232,224 | — | $232,224 |
| AMERICAN BENEFIT CORPORATION | Other Service Provider | $231,939 | — | $231,939 |
| UNITED NATIONAL BANK | Other Service Provider | $183,114 | — | $183,114 |
| MANNING & NAPIER | Other Service Provider | $166,017 | — | $166,017 |
| CS MCKEE LP | Other Service Provider | $124,509 | — | $124,509 |
| VICTORY CAPITAL | Other Service Provider | $120,489 | — | $120,489 |
| AMERICAN CORE REALTY FUND, LLC | Other Service Provider | $108,301 | — | $108,301 |
| MARINER INSTITUTIONAL | Other Service Provider | $67,500 | — | $67,500 |
| HARRIS, HARDIN & COMPANY, AC | Auditor | $51,385 | — | $51,385 |
| CHERION | Other Service Provider | $47,345 | — | $47,345 |
| CICCARELLO, DEL GIUDICE & LAFON | Other Service Provider | $30,000 | — | $30,000 |
| ANDCO CONSULTING | Other Service Provider | $22,500 | — | $22,500 |
| LOOMIS SAYLES | Other Service Provider | $20,125 | — | $20,125 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INTERCONTINENTAL — Auditor
- HARRIS, HARDIN & COMPANY, AC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,672,248
- Estimated Expense Ratio: 0.369% 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 | $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 |