Plan Snapshot
- Plan Sponsor: Laborers Union Local No. 1174 Annuity Fund
- Sponsor EIN: 256709152
- Sponsor Address: PO BOX 9250, HARRISBURG, PA, 171122795
- Plan Type: DC
- Plan Number: 002
- Total Participants: 719
- Total Assets: $28.0M
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 | 719 | $28.0M | $1.6M | $0 |
| 2023 | 387 | $26.7M | $1.6M | $0 |
| 2022 | 837 | $24.7M | $2.0M | $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 |
|---|---|---|---|---|
| HAND BENEFITS & TRUST COMPANY | Recordkeeper | $79,922 | — | $79,922 |
| 90 DEGREE BENEFITS | Other Service Provider | $53,302 | — | $53,302 |
| CAP FINANCIAL PARTNERS LLC | Other Service Provider | $50,095 | — | $50,095 |
| O'DONOGHUE & O'DONOOGHUE | Other Service Provider | $23,215 | — | $23,215 |
| ALAN ROSS & COMPANY PC | Other Service Provider | $8,750 | — | $8,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAND BENEFITS & TRUST COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $215,284
- Estimated Expense Ratio: 0.768% 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 | $220,091 | $130,017 | $53,302 | $8,750 | — |
| 2023 | $215,544 | $119,723 | $56,754 | $8,500 | — |
| 2022 | $199,079 | $114,449 | $59,085 | — | $18,468 |