Plan Snapshot
- Plan Sponsor: Local 837 Pension Plan Board Of Trustees
- Sponsor EIN: 236527213
- Sponsor Address: 12275 TOWNSEND ROAD, PHILADELPHIA, PA, 19154
- Plan Type: DB
- Total Participants: 84
- Total Assets: $20.5M
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 | 84 | $20.5M | $609,543 | $0 |
| 2023 | 87 | $20.9M | $1.1M | $0 |
| 2022 | 91 | $20.4M | $745,177 | $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 |
|---|---|---|---|---|
| OLD GLORY ASSET MANAGEMENT | Other Service Provider | $62,822 | — | $62,822 |
| JOHN DULCZAK | Recordkeeper | $52,854 | — | $52,854 |
| CHEIRON, INC. | Other Service Provider | $50,132 | — | $50,132 |
| MORGAN STANLEY SMITH BARNEY | Recordkeeper | $40,000 | — | $40,000 |
| TD WEALTH MANAGEMENT | Other Service Provider | $25,510 | — | $25,510 |
| SENTINEL REAL ESTATE CORPORATION | Other Service Provider | $22,355 | — | $22,355 |
| BEACON ADMINISTRATORS & CONSULTANTS | Other Service Provider | $17,390 | — | $17,390 |
| ATALANTA SOSNOFF CAPITAL | Other Service Provider | $17,240 | — | $17,240 |
| THE PHILADELPHIA TRUST CO. | Other Service Provider | $17,022 | — | $17,022 |
| FISCHER DORWART, P.C. | Other Service Provider | $15,005 | — | $15,005 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN DULCZAK — Recordkeeper
- MORGAN STANLEY SMITH BARNEY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $320,330
- Estimated Expense Ratio: 1.562% 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 | $509,925 | $150,687 | $17,390 | $15,005 | — |
| 2023 | $525,450 | $154,527 | $30,660 | $18,868 | — |
| 2022 | $442,121 | $178,061 | $7,305 | — | $85,210 |