# International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De DB Plan Source: https://planprovider.pro/companies/international-union-of-operting-eng-pen-fund-of-e-pennsylvania-and-de-plan > International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De's DB plan: 2,822 participants, plan year 2024 financials, providers, and benchmarks fr… Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De - **Sponsor EIN:** 236405239 - **Sponsor Address:** 1375 VIRGINIA DRIVE, SUITE 102, FORT WASHINGTON, PA, 190343257 - **Plan Type:** DB - **Total Participants:** 2,822 - **Total Assets:** $1.1B ## 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|2,822|$1.1B|$40.9M|$0| | 2023|2,918|$1.0B|$44.6M|$0| | 2022|2,911|$956.3M|$41.9M|$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| | PRUDENTIAL ASSET MGT|NONE|$1,282,655|—|$1,282,655| | PATRIOT FINANCIAL PARTNERS, LP|NONE|—|$1,222,695|$1,222,695| | SIERRA INVESTMENT PARTNERS INC.|NONE|$502,509|—|$502,509| | JOHNSTON ASSET MANAGEMENT|NONE|$421,532|—|$421,532| | GREAT LAKES ADVISORS, LLC|NONE|$418,812|—|$418,812| | AMERICAN REALTY ADVISORS|NONE|$342,582|—|$342,582| | FOUNDRY PARTNERS, LLC|NONE|$318,076|$21,828|$339,904| | HARDMAN JOHNSTON GLOBAL ADVISORS LL|NONE|$322,922|—|$322,922| | JPMORGAN CHASE BANK, N.A.|NONE|$260,830|—|$260,830| | INVESTMENT PERFORMANCE SERVICES|NONE|$255,000|—|$255,000| | DANA INVESTMENT ADVISORS INC|NONE|$222,385|—|$222,385| | WEDGE CAPITAL MANAGEMENT, LLP|NONE|$218,390|—|$218,390| | NATHAN SMITH|EMPLOYEE|$164,208|—|$164,208| | INTERCONTINENTAL REAL ESTATE INVEST|NONE|$162,111|—|$162,111| | CHARTWELL INVESTMENT MANAGEMENT|NONE|$154,448|—|$154,448| | PRINCIPAL BANK|NONE|$106,615|—|$106,615| | JOHN HEENAN|EMPLOYEE|$98,141|—|$98,141| | PAUL POTAKO|EMPLOYEE|$87,896|—|$87,896| | ANDREA GASS|EMPLOYEE|$79,024|—|$79,024| | THE MCKEOGH COMPANY|NONE|$76,500|—|$76,500| | WILLIAM MCGUIRE|EMPLOYEE|$73,558|—|$73,558| | PAUL CAREY, III|EMPLOYEE|$69,583|—|$69,583| | CHARLES BUMBAUGH|EMPLOYEE|$59,375|—|$59,375| | CLEARY, JOSEM,& TRIGIANI LLP|NONE|$57,886|—|$57,886| | NOVAK FRANCELLA LLC|NONE|$54,250|—|$54,250| | MICHAEL FEHRLE|EMPLOYEE|$49,581|—|$49,581| | TIMOTHY NAGY|EMPLOYEE|$46,087|—|$46,087| | JESSICA KRIGER|EMPLOYEE|$45,683|—|$45,683| | SUSANIN WIDMAN & BRENNAN, PC|NONE|$42,350|—|$42,350| | ALEXIS DEAL|EMPLOYEE|$40,846|—|$40,846| | MARIA DANYLUK|EMPLOYEE|$40,435|—|$40,435| | TIMOTHY RUSSO|EMPLOYEE|$35,100|—|$35,100| | BETH MARTIN|EMPLOYEE|$33,822|—|$33,822| | PATRICIA REPETSKI|EMPLOYEE|$33,218|—|$33,218| | ANTHONY DEFEO|EMPLOYEE|$30,220|—|$30,220| | JRP & ASSOCIATES, LLC|NONE|$30,000|—|$30,000| | SCANTEK, INC.|NONE|$23,708|—|$23,708| | XPAN LAW PARTNERS, LLC|NONE|$8,002|—|$8,002| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [PRUDENTIAL ASSET MGT](https://planprovider.pro/provider/alight-solutions) — NONE - [JPMORGAN CHASE BANK, N.A.](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE - [NATHAN SMITH](https://planprovider.pro/provider/charles-schwab-and-co-inc) — EMPLOYEE - [JOHN HEENAN](https://planprovider.pro/provider/charles-schwab-and-co-inc) — EMPLOYEE - [PAUL POTAKO](https://planprovider.pro/provider/charles-schwab-and-co-inc) — EMPLOYEE - [ANDREA GASS](https://planprovider.pro/provider/charles-schwab-and-co-inc) — EMPLOYEE - [WILLIAM MCGUIRE](https://planprovider.pro/provider/charles-schwab-and-co-inc) — EMPLOYEE - [PAUL CAREY, III](https://planprovider.pro/provider/charles-schwab-and-co-inc) — EMPLOYEE - [CHARLES BUMBAUGH](https://planprovider.pro/provider/charles-schwab-and-co-inc) — EMPLOYEE - [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — NONE - [MICHAEL FEHRLE](https://planprovider.pro/provider/charles-schwab-and-co-inc) — EMPLOYEE - [TIMOTHY NAGY](https://planprovider.pro/provider/charles-schwab-and-co-inc) — EMPLOYEE - [JESSICA KRIGER](https://planprovider.pro/provider/charles-schwab-and-co-inc) — EMPLOYEE - [ALEXIS DEAL](https://planprovider.pro/provider/charles-schwab-and-co-inc) — EMPLOYEE - [MARIA DANYLUK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — EMPLOYEE - [TIMOTHY RUSSO](https://planprovider.pro/provider/charles-schwab-and-co-inc) — EMPLOYEE - [BETH MARTIN](https://planprovider.pro/provider/charles-schwab-and-co-inc) — EMPLOYEE - [PATRICIA REPETSKI](https://planprovider.pro/provider/charles-schwab-and-co-inc) — EMPLOYEE - [ANTHONY DEFEO](https://planprovider.pro/provider/charles-schwab-and-co-inc) — EMPLOYEE ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $7,512,863 - **Estimated Expense Ratio:** 0.708% 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|$8,358,034|$6,439,521|—|$54,250|—| | 2023|$7,895,974|$6,265,661|—|$54,250|—| | 2022|$6,438,423|$4,948,559|—|—|$209,971| ## Similar Plans - 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