Plan Snapshot
- Plan Sponsor: Md Electrical Industry S&A Fund
- Sponsor EIN: 521042609
- Sponsor Address: 9200 US ROUTE 60, ONA, WV, 255457417
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3,045
- Total Assets: $329.4M
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 | 3,045 | $329.4M | $17.5M | $0 |
| 2023 | 2,686 | $291.9M | $14.5M | $0 |
| 2022 | 2,645 | $253.9M | $14.0M | $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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $254,337 | — | $254,337 |
| AMERICAN BENEFIT CORPORATION | Other Service Provider | $82,552 | — | $82,552 |
| ABATO, RUBENSTEIN AND ABATO, P.A. | Other Service Provider | $79,743 | — | $79,743 |
| PRUDENTIAL RETIREMENT INSURANCE | Other Service Provider | $48,857 | — | $48,857 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $30,126 | — | $30,126 |
| CALIBRE CPA GROUP PLLC | Auditor | $18,706 | — | $18,706 |
| SEGAL MARCO ADVISORS | Other Service Provider | $12,255 | — | $12,255 |
| M&T BANK | Recordkeeper | $5,843 | — | $5,843 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — Auditor
- M&T BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $532,419
- Estimated Expense Ratio: 0.162% 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 | $739,959 | $318,840 | $83,285 | $18,706 | — |
| 2023 | $863,635 | $571,747 | $124,540 | $21,000 | — |
| 2022 | $805,953 | $570,098 | $112,620 | — | $66,733 |