# National Elevator Industry Fund Office Employees Db Pension Plan DB Plan
Source: https://planprovider.pro/companies/national-elevator-industry-fund-office-employees-db-pension-plan-232901404-001

> National Elevator Industry Fund Office Employees Db Pension Plan's DB plan: 109 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** National Elevator Industry Fund Office Employees Db Pension Plan

- **Sponsor EIN:** 232901404

- **Sponsor Address:** 19 CAMPUS BOULEVARD, SUITE 200, NEWTOWN SQUARE, PA, 190733288

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 109

- **Total Assets:** $10.9M

## 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|109|$10.9M|$317,603|$0|

| 2023|105|$9.6M|$307,796|$0|

| 2022|102|$8.4M|$294,919|$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|

| DANIEL A. WINTERS & COMPANY, CPAS|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/national-elevator-industry-fund-office-employees-db-pension-plan-232901404-001)

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