# Intl Painters & Allied Trades Ind. Pension Fund- DC Plan
Source: https://planprovider.pro/companies/intl-painters-allied-trades-ind-pension-fund-plan

> Intl Painters & Allied Trades Ind. Pension Fund-'s DC plan: 25,636 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/milliman) — NONE

- [TUCKER ARENSBERG PC](https://planprovider.pro/provider/tucker-arensberg-pc) — NONE

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — NONE

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — NONE

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/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|

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