# International Union Of Painters &amp; Allied Trades Dc No. 21 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/international-union-of-painters-allied-trades-dc-no-21-annuity-fund-plan

> International Union Of Painters &amp; Allied Trades Dc No. 21 Annuity Fund&#39;s DC plan: 4,931 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/international-union-of-painters-allied-trades-dc-no-21-annuity-fund-plan)

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