Plan Snapshot
- Plan Sponsor: Ibew Local No. 82 401 K Plan Electrical Workers Local No. 82
- Sponsor EIN: 310329975
- Sponsor Address: 2 GATEWAY CENTER, PITTSBURGH, PA, 152221024
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $12.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 159 | $12.0M | $0 | $0 |
| 2023 | 156 | $10.9M | $0 | $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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | Auditor | $14,410 | — | $14,410 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,410
- Estimated Expense Ratio: 0.120% 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 | $80,080 | $5,755 | $45,336 | $14,410 | — |
| 2023 | $81,945 | $5,978 | $43,776 | — | $24,156 |