# Pointers Cleaners And Caulkers Local 35 Vacation Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/pointers-cleaners-and-caulkers-local-35-vacation-fund-237853979-502

> Pointers Cleaners And Caulkers Local 35 Vacation Fund's Health & Welfare plan: 549 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## 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|

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