# Laborers Union Local No. 1174 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/laborers-union-local-no-1174-annuity-fund-256709152-002

> Laborers Union Local No. 1174 Annuity Fund's DC plan: 719 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bpas) — 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|

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