Plan Snapshot
- Plan Sponsor: International Union Of Painters & Allied Trades Dc No. 21 Annuity Fund
- Sponsor EIN: 237390182
- Sponsor Address: 2980 SOUTHAMPTON ROAD, PHILADELPHIA, PA, 191541202
- Plan Type: DC
- Total Participants: 4,931
- Total Assets: $200.3M
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 | 4,931 | $200.3M | $0 | $0 |
| 2023 | 4,971 | $178.5M | $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 |
|---|---|---|---|---|
| NOVAK FRANCELLA, LLC | Auditor | $54,141 | — | $54,141 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,141
- Estimated Expense Ratio: 0.027% 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 | $1,266,242 | $745,043 | — | $54,141 | — |
| 2023 | $1,287,297 | $800,763 | — | — | $100,319 |