Plan Snapshot
- Plan Sponsor: Intl Painters & Allied Trades Ind. Pension Fund-
- Sponsor EIN: 526073909
- Sponsor Address: 7234 PARKWAY DRIVE, HANOVER, MD, 210761307
- Plan Type: DC
- Total Participants: 25,636
- Total Assets: $643.7M
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 | 25,636 | $643.7M | $47.6M | $0 |
| 2023 | 10,721 | $622.0M | $48.2M | $0 |
| 2022 | 10,625 | $614.1M | $45.1M | $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 | $35,200 | — | $35,200 |
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: $35,200
- Estimated Expense Ratio: 0.005% 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 | $3,504,846 | $173,157 | $1,023,738 | $35,200 | — |
| 2023 | $3,225,669 | $235,756 | $92,749 | $35,200 | — |
| 2022 | $2,495,556 | $879,072 | $14,827 | — | $302,931 |