# Local 837 Pension Fund Board Of Trustees 401(k) Plan
Source: https://planprovider.pro/companies/local-837-pension-fund-board-of-trustees-plan

> Local 837 Pension Fund Board Of Trustees's 401(k) plan: 30 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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