# National Elevator Industry Pension Plan Plan Board Of Trustees DB Plan
Source: https://planprovider.pro/companies/national-elevator-industry-pension-plan-plan-board-of-trustees-plan

> National Elevator Industry Pension Plan Plan Board Of Trustees's DB plan: 28,308 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 Pension Plan Plan Board Of Trustees

- **Sponsor EIN:** 232694291

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

- **Plan Type:** DB

- **Total Participants:** 28,308

- **Total Assets:** $11.2B

## 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|28,308|$11.2B|$0|$0|

| 2023|27,434|$10.4B|$0|$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|$163,682|—|$163,682|

### Verified Provider Profiles

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

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $163,682

- **Estimated Expense Ratio:** 0.001% 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|$35,887,559|$25,513,579|$274,978|$163,682|—|

| 2023|$35,798,957|$25,718,215|—|—|$1,565,407|

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