Plan Snapshot
- Plan Sponsor: Employment Partners Benefits Fund Board Of Trustees
- Sponsor EIN: 251000614
- Sponsor Address: 50 ABELE ROAD, SUITE 1005, BRIDGEVILLE, PA, 15017
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 3,623
- Total Assets: $83.4M
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 | 3,623 | $83.4M | $57.6M | $180,494 |
| 2023 | 3,816 | $85.2M | $57.8M | $171,267 |
| 2022 | 3,831 | $88.8M | $56.7M | $272,442 |
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 |
|---|---|---|---|---|
| BUCK GLOBAL, LLC | Other Service Provider | $208,400 | — | $208,400 |
| UNITED CONCORDIA COMPANIES INC. | Other Service Provider | $195,812 | — | $195,812 |
| GRIDIRON PARTNERS, LLC | Other Service Provider | $99,160 | — | $99,160 |
| ALBANESE SINCHAR SMITH & CO | Other Service Provider | $96,909 | — | $96,909 |
| CIM INVESTMENT MANAGEMENT | Other Service Provider | $51,067 | — | $51,067 |
| TWIN CAPITAL MANAGEMENT INC | Other Service Provider | $31,841 | — | $31,841 |
| ALLEN BATES TECHONOLOGIES | Other Service Provider | $25,257 | — | $25,257 |
| FNB WEALTH MANAGEMENT COMPANY | Other Service Provider | $21,953 | — | $21,953 |
| NEPC LLC | Other Service Provider | $19,000 | — | $19,000 |
| MEYER UNKOVIC & SCOTT LLP | ERISA Attorney | $14,190 | — | $14,190 |
| ENKOMPAS TECHNOLOGY SOLUTIONS | Other Service Provider | $10,968 | — | $10,968 |
| EXPERIS US, INC | Other Service Provider | $10,611 | — | $10,611 |
| SULLIVAN HAZELTINE ALLINSON LLC | Other Service Provider | $7,080 | — | $7,080 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEYER UNKOVIC & SCOTT LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $792,248
- Estimated Expense Ratio: 0.950% 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 | $2,701,598 | $280,350 | $1,028,924 | $96,909 | — |
| 2023 | $2,896,545 | $205,182 | — | $89,835 | — |
| 2022 | $2,566,249 | $181,013 | $1,141,246 | — | $324,458 |