Plan Snapshot
- Plan Sponsor: Painters District Council No. 21
- Sponsor EIN: 232481824
- Sponsor Address: 2980 SOUTHAMPTON ROAD, PHILADELPHIA, PA, 191541202
- Plan Type: DC
- Plan Number: 001
- Total Participants: 294
- Total Assets: $10.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 294 | $10.3M | $706,716 | $0 |
| 2023 | 307 | $9.7M | $692,702 | $0 |
| 2022 | 333 | $8.5M | $806,307 | $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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $54,492 | — | $54,492 |
| IUPAT DISTRICT COUNCIL 21 WELFARE | Other Service Provider | $34,086 | — | $34,086 |
| PROCAPITA PARTNERS LLC | Other Service Provider | $20,093 | — | $20,093 |
| NOVAK FRANCELLA LLC | Auditor | $19,000 | — | $19,000 |
| KOFF, MANGAN, VULLO & GARTLEY | Other Service Provider | $17,500 | — | $17,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- NOVAK FRANCELLA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $145,171
- Estimated Expense Ratio: 1.405% 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 | $151,674 | $54,492 | $34,086 | $19,000 | — |
| 2023 | $175,509 | $68,512 | — | $18,312 | — |
| 2022 | $155,795 | $59,961 | — | — | $32,839 |