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
- 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. |
|---|---|---|---|---|
| 2025 | 719 | $28.0M | $0 | $0 |
| 2024 | 387 | $26.7M | $0 | $0 |
| 2023 | 837 | $24.7M | $0 | $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 |
|---|---|---|---|---|
| ALAN ROSS & COMPANY PC | Auditor | $8,750 | — | $8,750 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,750
- Estimated Expense Ratio: 0.031% 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 |
|---|---|---|---|---|---|
| 2025 | $220,091 | $130,017 | $53,302 | $8,750 | — |
| 2024 | $215,544 | $119,723 | $56,754 | $8,500 | — |
| 2023 | $199,079 | $114,449 | $59,085 | — | $18,468 |