Plan Snapshot
- Plan Sponsor: International Union Of Operating Engineers Local 95, 95a, 950
- Sponsor EIN: 250568547
- Sponsor Address: 1001 E ENTRY DRIVE, PITTSBURGH, PA, 15216
- Plan Type: DC
- Total Participants: 511
- Total Assets: $10.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 511 | $10.8M | $72,981 | $391,767 |
| 2023 | 560 | $8.9M | $28,827 | $353,700 |
| 2022 | 552 | $7.7M | $31,605 | $361,205 |
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 |
|---|---|---|---|---|
| AMERISERV WEALTH & CAPITAL MGMT | INVESTMENT MANAGER | $42,993 | — | $42,993 |
| DICLAUDIO & KRAMER. LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DICLAUDIO & KRAMER. LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,993
- Estimated Expense Ratio: 0.399% 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 | $42,993 | $42,993 | — | — | — |
| 2023 | $38,025 | $38,025 | — | — | — |
| 2022 | $38,576 | $38,576 | — | — | — |