Plan Snapshot
- Plan Sponsor: Pointers Cleaners And Caulkers Local 35 Vacation Fund
- Sponsor EIN: 237853979
- Sponsor Address: 2704 BLACK LAKE PL, PHIALDELPHIA, PA, 19154
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 549
- Total Assets: $588,587
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 | 549 | $588,587 | $1.3M | $0 |
| 2023 | 567 | $679,706 | $1.4M | $0 |
| 2022 | 543 | $683,790 | $1.5M | $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 |
|---|---|---|---|---|
| BRICKLAYERS BENEFIT PLANS OF DELAWA | Other Service Provider | $5,004 | — | $5,004 |
| ANTHONY PONTARELLI CPA, LLC | Other Service Provider | $5,000 | — | $5,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,004
- Estimated Expense Ratio: 1.700% 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 | $10,371 | — | $5,004 | $5,000 | — |
| 2023 | $17,536 | — | $5,087 | $5,000 | — |
| 2022 | $18,781 | — | $5,004 | — | $5,000 |