Plan Snapshot
- Plan Sponsor: Smw Intl Association Local Union No. 19
- Sponsor EIN: 232480754
- Sponsor Address: 1301 S COLUMBUS BLVD - 1ST FLOOR, PHILADELPHIA, PA, 19147
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 3,934
- Total Assets: $330,071
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 | 3,934 | $330,071 | $55,358 | $0 |
| 2023 | 3,974 | $356,373 | $55,617 | $0 |
| 2022 | 3,841 | $346,580 | $52,938 | $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 |
|---|---|---|---|---|
| PENNS LANDING CATERERS | Other Service Provider | $84,231 | — | $84,231 |
| RAMBLEWOOD COUNTRY CLUB | Other Service Provider | $27,919 | — | $27,919 |
| GO EVENTS INC | Other Service Provider | $25,350 | — | $25,350 |
| MARYBRIDGET ENTERPRISES, INC. | Other Service Provider | $18,090 | — | $18,090 |
| NICK'S CATERING & EVENTS | Other Service Provider | $14,029 | — | $14,029 |
| SHEET METAL WORKERS LOCAL UNION #19 | Other Service Provider | $8,261 | — | $8,261 |
| PHOTOGRAPHICS PHOTOGRAPHY | Other Service Provider | $6,305 | — | $6,305 |
| NOVAK FRANCELLA, LLC | Auditor | $6,000 | — | $6,000 |
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: $190,185
- Estimated Expense Ratio: 57.619% 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 | $243,749 | — | — | $6,000 | — |
| 2023 | $187,882 | — | — | $5,750 | — |
| 2022 | $237,796 | — | — | — | $6,250 |