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 | NONE | $1,034,544 | — | $1,034,544 |
| TUCKER ARENSBERG PC | NONE | $144,215 | — | $144,215 |
| VITECH SYSTEMS GROUP | NONE | $137,354 | — | $137,354 |
| VERUS ADVISORY, INC. | NONE | $85,000 | — | $85,000 |
| MATRIX TRUST COMPANY | NONE | — | $84,189 | $84,189 |
| NOVAK FRANCELLA LLC | NONE | $71,163 | — | $71,163 |
| NORTHERN TRUST GLOBAL INVESTMENTS | NONE | $69,957 | — | $69,957 |
| FRANISCO PARTNERS | NONE | — | $64,044 | $64,044 |
| EBONY DOZIER | EMPLOYEE | — | $60,118 | $60,118 |
| MAUDELINE QUARRIE | EMPLOYEE | — | $54,495 | $54,495 |
| MARJI SMITH | EMPLOYEE | — | $49,155 | $49,155 |
| ASHLEY KERN | EMPLOYEE | — | $48,677 | $48,677 |
| PIIAF DC 9 | NONE | $45,508 | — | $45,508 |
| JULIET GRAY | EMPLOYEE | — | $43,857 | $43,857 |
| NORTHERN TRUST COMPANY | NONE | $40,001 | — | $40,001 |
| KYSHAWNA SYE | EMPLOYEE | — | $38,324 | $38,324 |
| LUZ RODRIGUEZ | EMPLOYEE | — | $38,171 | $38,171 |
| JACQUILINE COURTIEN | EMPLOYEE | — | $36,063 | $36,063 |
| MC CREDIT PARTNERS | NONE | — | $34,875 | $34,875 |
| JULIETA SPENARD | EMPLOYEE | — | $33,872 | $33,872 |
| AMY MCELORY | EMPLOYEE | — | $33,037 | $33,037 |
| JERRY SHIPP | EMPLOYEE | — | $32,672 | $32,672 |
| GOSAYE KIDANEMARIAM | EMPLOYEE | — | $32,416 | $32,416 |
| BRENDA QUEST | EMPLOYEE | — | $31,208 | $31,208 |
| CHRISTINA EMMEL | EMPLOYEE | — | $30,628 | $30,628 |
| MICHELLE ABABNEH | EMPLOYEE | — | $28,366 | $28,366 |
| LAUREN BROWN | EMPLOYEE | — | $27,274 | $27,274 |
| ROXANNE MUNDO | EMPLOYEE | — | $26,678 | $26,678 |
| BRADY NELSON | EMPLOYEE | — | $25,418 | $25,418 |
| JAMES BOGART | EMPLOYEE | — | $25,337 | $25,337 |
| NATALIE CUESTA | EMPLOYEE | — | $25,247 | $25,247 |
| CHRISTENSEN, JAMES & MARTIN | NONE | $12,785 | — | $12,785 |
| MARQUETTE ASSOCIATES | NONE | $10,200 | — | $10,200 |
| RICHARD J WOLF AND COMPANY INC | NONE | $9,451 | — | $9,451 |
| XPAN LAW GROUP LLC | NONE | $8,580 | — | $8,580 |
| NEPC, LLC | NONE | $7,500 | — | $7,500 |
| LEGACY PROFESSIONALS LLP | NONE | $7,395 | — | $7,395 |
| AMSAR (DISTRICT COUNCIL 36) | NONE | $6,428 | — | $6,428 |
| WILSON MCSHANE CORPORATION | NONE | $6,352 | — | $6,352 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — NONE
- TUCKER ARENSBERG PC — NONE
- MATRIX TRUST COMPANY — NONE
- NOVAK FRANCELLA LLC — NONE
- NEPC, LLC — NONE
- LEGACY PROFESSIONALS LLP — NONE
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 |