# Teamsters 261 And Employers 401(k) Plan
Source: https://planprovider.pro/companies/teamsters-261-and-employers-251002501-501

> Teamsters 261 And Employers's 401(k) plan: 2,288 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Teamsters 261 And Employers

- **Sponsor EIN:** 251002501

- **Sponsor Address:** 351 NORTHGATE CIRCLE, SUITE B, NEW CASTLE, PA, 16105

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 2,288

- **Total Assets:** $19.6M

## 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|2,288|$19.6M|$38.9M|$197,216|

| 2023|2,148|$19.2M|$35.9M|$188,761|

| 2022|2,334|$20.4M|$34.9M|$241,337|

## 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|

| FOURM CONSULTING, INC.|Other Service Provider|$81,420|—|$81,420|

| XPYRIA INVESTMENT ADVISORS INC.|Other Service Provider|$63,726|—|$63,726|

| BRIDGEWAY BENEFITS TECHNOLOGY|Other Service Provider|$55,341|—|$55,341|

| JUBELIRER, PASS & INTERIERI|Other Service Provider|$22,400|—|$22,400|

| CERITY PARTNERS LLC|Other Service Provider|$21,455|—|$21,455|

| HENRY ROSSI & CO., LLP|Auditor|$15,500|—|$15,500|

| ALBANESE SINCHAR SMITH & CO.|Auditor|$12,000|—|$12,000|

| PHOENIX BENEFITS GROUP, INC.|Other Service Provider|$7,550|—|$7,550|

| NELLCOM TECHNOLOGIES|Other Service Provider|$7,286|—|$7,286|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HENRY ROSSI & CO., LLP](https://planprovider.pro/provider/henry-rossi-and-co-llp) — Auditor

- [ALBANESE SINCHAR SMITH & CO.](https://planprovider.pro/provider/albanese-sinchar-smith-and-co) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $286,678

- **Estimated Expense Ratio:** 1.461% 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|$4,630,592|$85,181|—|—|—|

| 2023|$3,111,227|$86,834|—|—|—|

| 2022|$2,309,479|$87,797|—|—|$182,364|

## Similar Plans

- [United Steel, Paper And Forestry, Rubber, Manufacturing, Energy, Allie](https://planprovider.pro/companies/united-steel-paper-and-forestry-rubber-manufacturing-energy-allie-250818080-511) — 6,304 participants

- [W PA Teamsters & Employers Pension](https://planprovider.pro/companies/w-pa-teamsters-employers-pension-plan) — 3,616 participants

- [Laborers Union Local No. 1174 Annuity Fund](https://planprovider.pro/companies/laborers-union-local-no-1174-annuity-fund-256709152-002) — 719 participants

- [United Steel, Paper And Forestry, Rubber, Manufacturing, Energy, Allie](https://planprovider.pro/companies/united-steel-paper-and-forestry-rubber-manufacturing-energy-allie-250818080-501) — 703 participants

- [United Steel, Paper And Forestry, Rubber, Manufacturing, Energy, Allie](https://planprovider.pro/companies/united-steelworkers-plan-001) — 702 participants

- [Teamsters' Construction Industry](https://planprovider.pro/companies/teamsters-construction-industry-plan) — 603 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/teamsters-261-and-employers-251002501-501)

© 2026 PlanProvider.Pro