Plan Snapshot
- Plan Sponsor: Jt Brd Of Trustees Of Local Union 317 Electrical Pension Plan
- Sponsor EIN: 516110771
- Sponsor Address: 9200 US ROUTE 60, ONA, WV, 255450000
- Plan Type: DC
- Total Participants: 841
- Total Assets: $178.9M
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 | 841 | $178.9M | $9.8M | $0 |
| 2023 | 763 | $160.0M | $8.8M | $0 |
| 2022 | 744 | $140.0M | $8.9M | $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 |
|---|---|---|---|---|
| AMERICAN BENEFIT CORPORATION | Other Service Provider | $57,911 | — | $57,911 |
| LEDBETTER PARTNERS LLC | Other Service Provider | $28,331 | — | $28,331 |
| STANDARD VALUATIONS | Other Service Provider | $27,400 | — | $27,400 |
| GRAY, GRIFFITH & MAYS, A.C. | Other Service Provider | $10,400 | — | $10,400 |
| HARRIS, HARDIN & COMPANY, A.C. | Auditor | $6,356 | — | $6,356 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARRIS, HARDIN & COMPANY, A.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $130,398
- Estimated Expense Ratio: 0.073% 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 | $197,443 | $27,400 | $57,911 | $16,756 | — |
| 2023 | $207,283 | $26,600 | $55,468 | $19,463 | — |
| 2022 | $221,778 | $25,825 | $53,082 | — | $69,430 |