# National Elevator Industry Health Benefit Plan Board Of Trustees 401(k) Plan
Source: https://planprovider.pro/companies/national-elevator-industry-health-benefit-plan-board-of-trustees-232790911-501

> National Elevator Industry Health Benefit Plan Board Of Trustees's 401(k) plan: 26,202 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** National Elevator Industry Health Benefit Plan Board Of Trustees

- **Sponsor EIN:** 232790911

- **Sponsor Address:** 19 CAMPUS BLVD, SUITE 200, NEWTOWN SQUARE, PA, 19073

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 26,202

- **Total Assets:** $3.4B

## 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|26,202|$3.4B|$858.9M|$95.0M|

| 2023|25,761|$3.1B|$820.1M|$91.6M|

| 2022|25,987|$2.8B|$801.3M|$89.1M|

## 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|

| HCSC|Other Service Provider|$14,669,596|—|$14,669,596|

| EXPRESS SCRIPTS (MEDCO)|Other Service Provider|$7,043,062|—|$7,043,062|

| KINGSMAN HOLDINGS INC DBA KEPRO|Other Service Provider|$4,820,986|—|$4,820,986|

| LYRA HEALTH, INC.|Other Service Provider|$3,410,083|—|$3,410,083|

| EMPLOYEE HEALTH INSURANCE MGMT INC|Recordkeeper|$3,400,523|—|$3,400,523|

| VIRTA MEDICAL|Other Service Provider|$2,388,793|—|$2,388,793|

| RED CARD SYSTEMS LLC|Other Service Provider|$1,906,097|—|$1,906,097|

| JANUS HENDERSON INVESTORS|Other Service Provider|$1,227,758|—|$1,227,758|

| NEWMARK KNIGHT FRANK|Other Service Provider|$933,167|—|$933,167|

| BASYS INC|Other Service Provider|$691,552|$150,536|$842,088|

| LSV ASSET MANAGEMENT|Other Service Provider|$819,396|—|$819,396|

| LOOMIS SAYLES & CO|Other Service Provider|$512,801|—|$512,801|

| ABERDEEN ASSET MANAGEMENT|Other Service Provider|$510,542|—|$510,542|

| JPM GLOBAL EMERGING MARKET|Other Service Provider|$508,292|—|$508,292|

| SEGAL COMPANY|Other Service Provider|$484,402|$22,363|$506,765|

| DANIEL A. WINTERS & CO|Auditor|$469,976|—|$469,976|

| LORD ABBETT & COMPANY LLC|Other Service Provider|$447,058|—|$447,058|

| ZELIS CLAIMS INTEGRITY INC|Other Service Provider|$410,500|—|$410,500|

| MEPT EDGEMORE|Other Service Provider|$372,306|—|$372,306|

| INVESCO IBRA|Other Service Provider|$353,865|—|$353,865|

| PACIFIC INVESTMENT MANAGEMENT CO|Other Service Provider|$334,521|—|$334,521|

| MEDICAL REVIEW INST OF AMERICA|Other Service Provider|$308,521|—|$308,521|

| O'DONOGHUE & O'DONOGHUE|Other Service Provider|$299,467|—|$299,467|

| BROOKFIELD US INC.|Other Service Provider|$274,449|—|$274,449|

| OPTUM HEALTH CARE SOLUTIONS|Other Service Provider|$258,631|—|$258,631|

| SEGAL MARCO ADVISORS|Other Service Provider|$246,136|—|$246,136|

| ELAVON MERCHANT SERVICES|Other Service Provider|$231,695|—|$231,695|

| GUARDIAN LIFE INSURANCE|Recordkeeper|$228,878|—|$228,878|

| AEW CAPITAL MANAGEMENT|Other Service Provider|$226,078|—|$226,078|

| STANDARD REGISTER|Other Service Provider|$222,700|—|$222,700|

| EMPLOYEE A|Recordkeeper|$217,714|—|$217,714|

| TIERPOINT LLC|Other Service Provider|$209,819|—|$209,819|

| FIRST AMERICAN ADMINISTRATORS INC|Other Service Provider|$203,898|—|$203,898|

| MELLON CAPITAL MANAGEMENT|Other Service Provider|$191,526|—|$191,526|

| MACKAY SHIELDS LLC|Recordkeeper|$185,828|—|$185,828|

| SMART DATA SOLUTIONS INC|Other Service Provider|$185,197|—|$185,197|

| EMPLOYEE B|Recordkeeper|$183,885|—|$183,885|

| VERIZON BUSINESS NETWORK SVCS|Other Service Provider|$177,388|—|$177,388|

| CDW DIRECT LLC|Other Service Provider|$164,795|—|$164,795|

| OPTIV SECURITY INC|Other Service Provider|$164,795|—|$164,795|

| ORACLE AMERICA INC|Other Service Provider|$145,941|—|$145,941|

| GENERAL DYNAMICS INFORMATION TECH|Other Service Provider|$145,578|—|$145,578|

| EMPLOYEE C|Recordkeeper|$137,633|—|$137,633|

| THE BANK OF NEW YORK MELLON|Other Service Provider|$135,350|—|$135,350|

| HDMS|Other Service Provider|$126,800|—|$126,800|

| EMPLOYEE D|Recordkeeper|$123,200|—|$123,200|

| PARAMETRIC PORTFOLIO|Other Service Provider|$120,352|—|$120,352|

| EMPLOYEE E|Recordkeeper|$118,452|—|$118,452|

| EMPLOYEE F|Recordkeeper|$113,974|—|$113,974|

| EMPLOYEE G|Recordkeeper|$113,953|—|$113,953|

| WELLS FARGO BANK NA|Other Service Provider|$112,195|—|$112,195|

| EMPLOYEE H|Recordkeeper|$109,719|—|$109,719|

| BRANDYWINE GLOBAL INVESTMENT MGMT|Other Service Provider|$107,897|—|$107,897|

| EMPLOYEE I|Recordkeeper|$94,468|—|$94,468|

| EMPLOYEE J|Recordkeeper|$94,206|—|$94,206|

| EMPLOYEE K|Recordkeeper|$91,888|—|$91,888|

| EMPLOYEE L|Recordkeeper|$86,002|—|$86,002|

| EMPLOYEE M|Recordkeeper|$85,793|—|$85,793|

| COLCHESTER GLOBAL INVESTORS LIMITED|Other Service Provider|$85,616|—|$85,616|

| EMPLOYEE N|Recordkeeper|$84,909|—|$84,909|

| EMPLOYEE O|Recordkeeper|$84,486|—|$84,486|

| EMPLOYEE P|Recordkeeper|$83,186|—|$83,186|

| ALLSUP INC|Other Service Provider|$80,325|—|$80,325|

| EMPLOYEE Q|Recordkeeper|$78,807|—|$78,807|

| EMPLOYEE R|Recordkeeper|$77,354|—|$77,354|

| EMPLOYEE S|Recordkeeper|$76,745|—|$76,745|

| EMPLOYEE T|Recordkeeper|$75,593|—|$75,593|

| EMPLOYEE U|Recordkeeper|$75,427|—|$75,427|

| PREMIER TECHNOLOGY SOLUTIONS INC|Other Service Provider|$74,450|—|$74,450|

| EMPLOYEE V|Recordkeeper|$72,428|—|$72,428|

| EMPLOYEE W|Recordkeeper|$72,355|—|$72,355|

| EMPLOYEE X|Recordkeeper|$72,343|—|$72,343|

| EMPLOYEE Y|Recordkeeper|$69,756|—|$69,756|

| EMPLOYEE Z|Recordkeeper|$68,957|—|$68,957|

| EMPLOYEE AA|Recordkeeper|$68,535|—|$68,535|

| EMPLOYEE AB|Recordkeeper|$68,004|—|$68,004|

| EMPLOYEE AC|Recordkeeper|$66,339|—|$66,339|

| EMPLOYEE AD|Recordkeeper|$65,383|—|$65,383|

| SEYFARTH SHAW LLP|Investment Advisor|$65,164|—|$65,164|

| EMPLOYEE AE|Recordkeeper|$64,048|—|$64,048|

| EMPLOYEE AF|Recordkeeper|$63,878|—|$63,878|

| EMPLOYEE AG|Recordkeeper|$63,705|—|$63,705|

| EMPLOYEE AH|Recordkeeper|$63,483|—|$63,483|

| EMPLOYEE AI|Recordkeeper|$62,951|—|$62,951|

| EMPLOYEE AJ|Recordkeeper|$62,950|—|$62,950|

| EMPLOYEE AK|Recordkeeper|$62,579|—|$62,579|

| EMPLOYEE AL|Recordkeeper|$62,412|—|$62,412|

| EMPLOYEE AM|Recordkeeper|$62,002|—|$62,002|

| COMCAST CABLE COMMUNICATIONS|Other Service Provider|$62,001|—|$62,001|

| EMPLOYEE AN|Recordkeeper|$61,363|—|$61,363|

| EMPLOYEE AO|Recordkeeper|$60,818|—|$60,818|

| RINGCENTRAL, INC.|Other Service Provider|$58,788|—|$58,788|

| EMPLOYEE AP|Recordkeeper|$57,312|—|$57,312|

| EMPLOYEE AQ|Recordkeeper|$56,057|—|$56,057|

| EMPLOYEE AR|Recordkeeper|$55,507|—|$55,507|

| DEARBORN LIFE INSURANCE COMPANY|Other Service Provider|$54,123|—|$54,123|

| EMPLOYEE AS|Recordkeeper|$54,122|—|$54,122|

| EMPLOYEE AT|Recordkeeper|$54,015|—|$54,015|

| EMPLOYEE AU|Recordkeeper|$53,587|—|$53,587|

| EMPLOYEE AV|Recordkeeper|$53,300|—|$53,300|

| EMPLOYEE AW|Recordkeeper|$52,875|—|$52,875|

| EMPLOYEE AX|Recordkeeper|$52,606|—|$52,606|

| ELIRE|Other Service Provider|$51,925|—|$51,925|

| EMPLOYEE AY|Recordkeeper|$51,319|—|$51,319|

| EMPLOYEE AZ|Recordkeeper|$51,280|—|$51,280|

| INCOME RESEARCH MANAGEMENT|Other Service Provider|$51,063|—|$51,063|

| EMPLOYEE BA|Recordkeeper|$49,901|—|$49,901|

| EMPLOYEE BB|Recordkeeper|$49,129|—|$49,129|

| EMPLOYEE BC|Recordkeeper|$49,056|—|$49,056|

| EMPLOYEE BD|Recordkeeper|$48,347|—|$48,347|

| EMPLOYEE BE|Recordkeeper|$47,903|—|$47,903|

| EMPLOYEE BF|Recordkeeper|$47,158|—|$47,158|

| EMPLOYEE BG|Recordkeeper|$46,895|—|$46,895|

| EMPLOYEE BH|Recordkeeper|$46,555|—|$46,555|

| EMPLOYEE BI|Recordkeeper|$46,368|—|$46,368|

| AVAYA INC|Other Service Provider|$46,140|—|$46,140|

| EMPLOYEE BJ|Recordkeeper|$45,924|—|$45,924|

| EMPLOYEE BK|Recordkeeper|$45,775|—|$45,775|

| EMPLOYEE BL|Recordkeeper|$43,029|—|$43,029|

| EMPLOYEE BM|Recordkeeper|$42,058|—|$42,058|

| KELLY PRESS|Other Service Provider|$41,518|—|$41,518|

| EMPLOYEE BN|Recordkeeper|$41,429|—|$41,429|

| EMPLOYEE BO|Recordkeeper|$41,204|—|$41,204|

| EMPLOYEE BP|Recordkeeper|$41,028|—|$41,028|

| EMPLOYEE BQ|Recordkeeper|$40,425|—|$40,425|

| EMPLOYEE BR|Recordkeeper|$40,133|—|$40,133|

| EMPLOYEE BS|Recordkeeper|$39,859|—|$39,859|

| EMPLOYEE BT|Recordkeeper|$39,460|—|$39,460|

| EMPLOYEE BU|Recordkeeper|$39,359|—|$39,359|

| EMPLOYEE BV|Recordkeeper|$39,208|—|$39,208|

| EMPLOYEE BW|Recordkeeper|$39,082|—|$39,082|

| EMPLOYEE BX|Recordkeeper|$38,928|—|$38,928|

| EMPLOYEE BY|Recordkeeper|$37,501|—|$37,501|

| EMPLOYEE BZ|Recordkeeper|$36,836|—|$36,836|

| EMPLOYEE CA|Recordkeeper|$36,826|—|$36,826|

| EMPLOYEE CB|Recordkeeper|$36,531|—|$36,531|

| EMPLOYEE CC|Recordkeeper|$36,491|—|$36,491|

| EMPLOYEE CD|Recordkeeper|$36,289|—|$36,289|

| GALLAGHER FIDUCIARY ADVISORS, LLC|Investment Advisor|$36,129|—|$36,129|

| EMPLOYEE CE|Recordkeeper|$35,599|—|$35,599|

| EMPLOYEE CF|Recordkeeper|$35,090|—|$35,090|

| EMPLOYEE CG|Recordkeeper|$34,708|—|$34,708|

| EMPLOYEE CH|Recordkeeper|$34,683|—|$34,683|

| AUDIONET AMERICA|Other Service Provider|$34,230|—|$34,230|

| EMPLOYEE CI|Recordkeeper|$34,183|—|$34,183|

| EMPLOYEE CJ|Recordkeeper|$34,180|—|$34,180|

| EMPLOYEE CK|Recordkeeper|$33,870|—|$33,870|

| EMPLOYEE CL|Recordkeeper|$33,792|—|$33,792|

| EMPLOYEE CM|Recordkeeper|$33,154|—|$33,154|

| EMPLOYEE CN|Recordkeeper|$32,734|—|$32,734|

| EMPLOYEE CO|Recordkeeper|$31,161|—|$31,161|

| EMPLOYEE CP|Recordkeeper|$30,586|—|$30,586|

| EMPLOYEE CQ|Recordkeeper|$30,376|—|$30,376|

| EMPLOYEE CR|Recordkeeper|$28,866|—|$28,866|

| EMPLOYEE CS|Recordkeeper|$28,610|—|$28,610|

| EMPLOYEE CT|Recordkeeper|$27,899|—|$27,899|

| AUTOMATIC DATA PROCESSING|Recordkeeper|$26,572|—|$26,572|

| EMPLOYEE CU|Recordkeeper|$26,174|—|$26,174|

| EMPLOYEE CV|Recordkeeper|$25,167|—|$25,167|

| PITNEY BOWES GLOBAL FINANCIAL SVCS|Other Service Provider|$23,746|—|$23,746|

| TRUSTEE A|Custodian / Trustee|$19,964|—|$19,964|

| IRON MOUNTAIN|Other Service Provider|$18,674|—|$18,674|

| PEOPLESHARE LLC|Other Service Provider|$18,296|—|$18,296|

| FRASER ADVANCED INFORMATION SYSTEMS|Other Service Provider|$17,672|—|$17,672|

| TRUSTEE B|Custodian / Trustee|$16,090|—|$16,090|

| NCCMP|Other Service Provider|$14,750|—|$14,750|

| HARTFORD FIRE INSURANCE COMPANY|Other Service Provider|$13,986|—|$13,986|

| TRUSTEE C|Custodian / Trustee|$12,586|—|$12,586|

| TRUSTEE D|Custodian / Trustee|$12,333|—|$12,333|

| TRUSTEE E|Custodian / Trustee|$11,852|—|$11,852|

| ASSETSURE, LLC|Other Service Provider|$11,258|—|$11,258|

| ATLANTIC DATA SECURITY|Other Service Provider|$11,060|—|$11,060|

| TRUSTEE F|Custodian / Trustee|$10,541|—|$10,541|

| TRUSTEE G|Custodian / Trustee|$10,391|—|$10,391|

| VERIZON WIRELESS|Other Service Provider|$9,786|—|$9,786|

| TRUSTEE H|Custodian / Trustee|$9,380|—|$9,380|

| STAPLES|Other Service Provider|$9,365|—|$9,365|

| CANON FINANCIAL SERVICES|Other Service Provider|$9,212|—|$9,212|

| TRUSTEE I|Custodian / Trustee|$7,400|—|$7,400|

| GILBERT & SACKMAN A LAW CORP|Other Service Provider|$6,472|—|$6,472|

| CONSUMER WELLNESS SOLUTIONS|Other Service Provider|$6,205|—|$6,205|

| CHANGE HEALTHCARE BUS FULFILLMENT|Other Service Provider|$6,052|—|$6,052|

| CONVERGEONE, INC|Other Service Provider|$5,541|—|$5,541|

| TRUSTEE J|Custodian / Trustee|$5,417|—|$5,417|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EMPLOYEE HEALTH INSURANCE MGMT INC](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [DANIEL A. WINTERS & CO](https://planprovider.pro/provider/daniel-a-winters-and-company) — Auditor

- [GUARDIAN LIFE INSURANCE](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [EMPLOYEE A](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [MACKAY SHIELDS LLC](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [EMPLOYEE B](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE C](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE D](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE E](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE F](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE G](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE H](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE I](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE J](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE K](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE L](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE M](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE N](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE O](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE P](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE Q](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE R](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE S](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE T](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE U](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE V](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

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- [EMPLOYEE AC](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE AD](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [SEYFARTH SHAW LLP](https://planprovider.pro/provider/goldman-sachs) — Investment Advisor

- [EMPLOYEE AE](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE AF](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE AG](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE AH](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

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- [EMPLOYEE AL](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

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- [EMPLOYEE AN](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE AO](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

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- [EMPLOYEE AS](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

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- [EMPLOYEE AU](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE AV](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE AW](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE AX](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE AY](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

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- [EMPLOYEE BA](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE BB](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE BC](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE BD](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE BE](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE BF](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE BG](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE BH](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE BI](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE BJ](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE BK](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE BL](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE BM](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE BN](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE BO](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE BP](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE BQ](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE BR](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE BS](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE BT](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE BU](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE BV](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE BW](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE BX](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE BY](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE BZ](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE CA](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE CB](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE CC](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE CD](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [GALLAGHER FIDUCIARY ADVISORS, LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor

- [EMPLOYEE CE](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE CF](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE CG](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE CH](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE CI](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE CJ](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE CK](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE CL](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE CM](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE CN](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE CO](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE CP](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE CQ](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE CR](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE CS](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE CT](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [AUTOMATIC DATA PROCESSING](https://planprovider.pro/provider/adp-retirement-services) — Recordkeeper

- [EMPLOYEE CU](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE CV](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $57,581,344

- **Estimated Expense Ratio:** 1.684% 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|$55,038,016|$6,475,946|$30,357,063|$106,350|—|

| 2023|$50,866,227|$6,316,644|$28,047,484|$137,747|—|

| 2022|$46,912,204|$6,562,400|—|—|$1,532,349|

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