Plan Snapshot
- Plan Sponsor: Local 837 Pension Fund Board Of Trustees
- Sponsor EIN: 236527213
- Sponsor Address: 12275 TOWNSEND ROAD, PHILADELPHIA, PA, 19154
- Plan Type: 401(k)
- Total Participants: 30
- Total Assets: $1.5M
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 | 30 | $1.5M | $29,215 | $10,816 |
| 2023 | 33 | $1.6M | $2,898 | $10,478 |
| 2022 | 9 | $1.7M | -$14,246 | $10,781 |
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 |
|---|---|---|---|---|
| FISCHER DORWART, P.C. | Auditor | $5,250 | — | $5,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,250
- Estimated Expense Ratio: 0.342% 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 | $17,920 | — | $7,591 | $5,250 | — |
| 2023 | $67,677 | — | $58,783 | $6,188 | — |
| 2022 | $64,960 | — | $6,000 | — | $6,346 |