Plan Snapshot
- Plan Sponsor: Teamsters' Construction Industry
- Sponsor EIN: 256135580
- Sponsor Address: 3025 WASHINGTON ROAD, SUITE 304, MCMURRAY, PA, 153173246
- Plan Type: DB
- Total Participants: 603
- Total Assets: $229.1M
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 | 603 | $229.1M | $6.8M | $0 |
| 2023 | 639 | $206.6M | $6.5M | $0 |
| 2022 | 706 | $183.2M | $7.8M | $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 |
|---|---|---|---|---|
| BENEFIT FUND SERVICE COMPANY | Other Service Provider | $216,243 | — | $216,243 |
| METROPOLITAN WEST CAPITAL MGMT. | Other Service Provider | $169,338 | — | $169,338 |
| FIERA CAPITAL, INC. | Other Service Provider | $159,423 | — | $159,423 |
| ASB CAPITAL MANAGEMENT | Other Service Provider | $98,027 | — | $98,027 |
| C.S. MCKEE | Other Service Provider | $95,160 | — | $95,160 |
| INTERCONTINENTAL REAL ESTATE CORP. | Other Service Provider | $78,260 | — | $78,260 |
| SIGULER GUFF & COMPANY LP | Other Service Provider | $64,536 | $12,500 | $77,036 |
| MORGAN STANLEY SMITH BARNEY | Recordkeeper | $50,000 | — | $50,000 |
| GROSSMAN YANAK & FORD LLP | Auditor | $43,918 | — | $43,918 |
| VICTORY CAPITAL MANAGEMENT | Investment Advisor | $42,648 | — | $42,648 |
| CIM INVESTMENT CAPITAL | Other Service Provider | $40,880 | — | $40,880 |
| ACRISURE MID-ATL PART. INS. SERV. | Other Service Provider | $33,498 | — | $33,498 |
| PNC BANK, NATIONAL ASSOCIATION | Other Service Provider | $17,747 | — | $17,747 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $16,485 | — | $16,485 |
| MCELHANEY & ASSOCIATES LLC | Other Service Provider | $8,948 | — | $8,948 |
| MEYER UNKOVIC & SCOTT LLP | ERISA Attorney | $7,959 | — | $7,959 |
| LINK COMPUTER CORPORATION | Other Service Provider | $7,585 | — | $7,585 |
| FREEDOM RESOURCES | Other Service Provider | $6,915 | — | $6,915 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — Recordkeeper
- GROSSMAN YANAK & FORD LLP — Auditor
- VICTORY CAPITAL MANAGEMENT — Investment Advisor
- MEYER UNKOVIC & SCOTT LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,170,070
- Estimated Expense Ratio: 0.511% 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 | $1,281,296 | $795,004 | — | $39,968 | — |
| 2023 | $1,157,016 | $685,501 | — | $38,139 | — |
| 2022 | $1,207,067 | $735,246 | — | — | $155,682 |