Plan Snapshot
- Plan Sponsor: I.A.T.S.E. Local 3 Pension Plan
- Sponsor EIN: 256073053
- Sponsor Address: THREE GATEWAY CENTER, STE 1625, PITTSBURGH, PA, 15222
- Plan Type: DB
- Total Participants: 90
- Total Assets: $12.5M
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 | 90 | $12.5M | $845,374 | $0 |
| 2023 | 93 | $11.6M | $1.3M | $0 |
| 2022 | 107 | $9.9M | $1.3M | $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 |
|---|---|---|---|---|
| CW BREITSMAN ASSOCIATES LLC | Other Service Provider | $52,685 | — | $52,685 |
| XPYRIA | Other Service Provider | $34,976 | — | $34,976 |
| COWDEN ASSOCIATES | Recordkeeper | $23,021 | — | $23,021 |
| MEYER UNKOVIC & SCOTT LLP | Other Service Provider | $14,871 | — | $14,871 |
| CERITY PARTNERS | Other Service Provider | $11,774 | — | $11,774 |
| CYPHER & CYPHER CPA'S | Other Service Provider | $6,800 | — | $6,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COWDEN ASSOCIATES — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $144,127
- Estimated Expense Ratio: 1.155% 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 | $164,126 | $46,750 | $52,685 | $6,800 | — |
| 2023 | $163,613 | $45,446 | $52,152 | $6,900 | — |
| 2022 | $152,982 | $45,826 | $52,152 | — | $45,916 |