Plan Snapshot
- Plan Sponsor: Insulators Local 23 Pension Fund Board Of Administration
- Sponsor EIN: 231990729
- Sponsor Address: 8926 JONESTOWN ROAD, GRANTVILLE, PA, 170288654
- Plan Type: DB
- Total Participants: 162
- Total Assets: $65.8M
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 | 162 | $65.8M | $0 | $0 |
| 2023 | 150 | $59.6M | $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 |
|---|---|---|---|---|
| ALAN ROSS & COMPANY, PC | Auditor | $14,514 | — | $14,514 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,514
- Estimated Expense Ratio: 0.022% 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 | $384,522 | $191,954 | $82,002 | $14,514 | — |
| 2023 | $421,264 | $179,163 | $99,633 | — | $100,151 |