Plan Snapshot
- Plan Sponsor: Plasterers And Cement Masons Local No. 94 Pension Fund
- Sponsor EIN: 236445411
- Sponsor Address: 7821 BARTRAM AVENUE SUITE 102, PHILADELPHIA, PA, 191533233
- Plan Type: DB
- Plan Number: 001
- Total Participants: 5
- Total Assets: $4.3M
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 | 5 | $4.3M | $84,459 | $0 |
| 2023 | 5 | $4.5M | $91,902 | $0 |
| 2022 | 6 | $1.6M | $169,068 | $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 |
|---|---|---|---|---|
| THE MCKEOGH CO. | Other Service Provider | $46,356 | — | $46,356 |
| NOVAK FRANCELLA, LLC | Auditor | $19,896 | — | $19,896 |
| D H EVANS & ASSOCIATES DBA PATH ADM | Other Service Provider | $19,280 | — | $19,280 |
| CEMENT MASONS LOCAL 592 PENSION | Other Service Provider | $18,756 | — | $18,756 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $13,100 | — | $13,100 |
| WILLIAM C LIGETTI JR | Custodian / Trustee | $10,025 | — | $10,025 |
| HOLROYD GELMAN, P.C. | Other Service Provider | $7,942 | — | $7,942 |
| PFM GROUP | Other Service Provider | $5,192 | — | $5,192 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,547
- Estimated Expense Ratio: 3.272% 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 | $140,157 | $8,563 | — | $17,196 | — |
| 2023 | $128,774 | $6,919 | — | $16,836 | — |
| 2022 | $110,459 | $7,031 | — | — | $68,521 |