# Local 837 Pension Plan Board Of Trustees DB Plan
Source: https://planprovider.pro/companies/local-837-pension-plan-board-of-trustees-plan

> Local 837 Pension Plan Board Of Trustees's DB plan: 84 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 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|

| FISCHER DORWART, P.C.|Auditor|$15,005|—|$15,005|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $15,005

- **Estimated Expense Ratio:** 0.073% 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|

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