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
MILLIMAN	Recordkeeper	$1,034,544	—	$1,034,544
TUCKER ARENSBERG PC	ERISA Attorney	$144,215	—	$144,215
VITECH SYSTEMS GROUP	Other Service Provider	$137,354	—	$137,354
VERUS ADVISORY, INC.	Other Service Provider	$85,000	—	$85,000
MATRIX TRUST COMPANY	Recordkeeper	—	$84,189	$84,189
NOVAK FRANCELLA LLC	Auditor	$71,163	—	$71,163
NORTHERN TRUST GLOBAL INVESTMENTS	Other Service Provider	$69,957	—	$69,957
FRANISCO PARTNERS	Other Service Provider	—	$64,044	$64,044
EBONY DOZIER	Other Service Provider	—	$60,118	$60,118
MAUDELINE QUARRIE	Other Service Provider	—	$54,495	$54,495
MARJI SMITH	Other Service Provider	—	$49,155	$49,155
ASHLEY KERN	Other Service Provider	—	$48,677	$48,677
PIIAF DC 9	Other Service Provider	$45,508	—	$45,508
JULIET GRAY	Other Service Provider	—	$43,857	$43,857
NORTHERN TRUST COMPANY	Other Service Provider	$40,001	—	$40,001
KYSHAWNA SYE	Other Service Provider	—	$38,324	$38,324
LUZ RODRIGUEZ	Other Service Provider	—	$38,171	$38,171
JACQUILINE COURTIEN	Other Service Provider	—	$36,063	$36,063
MC CREDIT PARTNERS	Other Service Provider	—	$34,875	$34,875
JULIETA SPENARD	Other Service Provider	—	$33,872	$33,872
AMY MCELORY	Other Service Provider	—	$33,037	$33,037
JERRY SHIPP	Other Service Provider	—	$32,672	$32,672
GOSAYE KIDANEMARIAM	Other Service Provider	—	$32,416	$32,416
BRENDA QUEST	Other Service Provider	—	$31,208	$31,208
CHRISTINA EMMEL	Other Service Provider	—	$30,628	$30,628
MICHELLE ABABNEH	Other Service Provider	—	$28,366	$28,366
LAUREN BROWN	Other Service Provider	—	$27,274	$27,274
ROXANNE MUNDO	Other Service Provider	—	$26,678	$26,678
BRADY NELSON	Other Service Provider	—	$25,418	$25,418
JAMES BOGART	Other Service Provider	—	$25,337	$25,337
NATALIE CUESTA	Other Service Provider	—	$25,247	$25,247
CHRISTENSEN, JAMES & MARTIN	Other Service Provider	$12,785	—	$12,785
MARQUETTE ASSOCIATES	Other Service Provider	$10,200	—	$10,200
RICHARD J WOLF AND COMPANY INC	Other Service Provider	$9,451	—	$9,451
XPAN LAW GROUP LLC	Other Service Provider	$8,580	—	$8,580
NEPC, LLC	Recordkeeper	$7,500	—	$7,500
LEGACY PROFESSIONALS LLP	Auditor	$7,395	—	$7,395
AMSAR (DISTRICT COUNCIL 36)	Other Service Provider	$6,428	—	$6,428
WILSON MCSHANE CORPORATION	Other Service Provider	$6,352	—	$6,352

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

MILLIMAN — Recordkeeper
TUCKER ARENSBERG PC — ERISA Attorney
MATRIX TRUST COMPANY — Recordkeeper
NOVAK FRANCELLA LLC — Auditor
NEPC, LLC — Recordkeeper
LEGACY PROFESSIONALS LLP — Auditor

Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

Total Service Provider Fees: $2,600,554
Estimated Expense Ratio: 0.404% 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

Intl Painters & Allied Trades Ind. Pension Fund- DC Plan