# Teamsters Local 676 Employers Annuity Fund DC Plan
Source: https://planprovider.pro/companies/teamsters-local-676-employers-annuity-fund-plan

> Teamsters Local 676 Employers Annuity Fund's DC plan: 466 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Teamsters Local 676 Employers Annuity Fund

- **Sponsor EIN:** 226477476

- **Sponsor Address:** 2500 MCCLELLAN AVENUE, PENNSAUKEN, NJ, 081090001

- **Plan Type:** DC

- **Total Participants:** 466

- **Total Assets:** $50.5M

## 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|466|$50.5M|$4.8M|$0|

| 2023|325|$45.9M|$4.2M|$0|

| 2022|519|$38.6M|$4.2M|$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|

| ADMINISTRATIVE SERVICE PROFESSIONAL|NONE|$53,456|—|$53,456|

| JOHN HANCOCK TRUST COMPANY LLC|NONE|$48,320|—|$48,320|

| RBC WEALTH MANAGEMENT|NONE|$30,000|—|$30,000|

| WILLIG, WILLIAMS & DAVIDSON|NONE|$18,081|—|$18,081|

| ALAN ROSS & COMPANY PC|NONE|$11,500|—|$11,500|

### Verified Provider Profiles

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

- [JOHN HANCOCK TRUST COMPANY LLC](https://planprovider.pro/provider/john-hancock) — NONE

- [RBC WEALTH MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — NONE

- [WILLIG, WILLIAMS & DAVIDSON](https://planprovider.pro/provider/willig-williams-and-davidson) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $161,357

- **Estimated Expense Ratio:** 0.320% 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|$175,724|$78,320|$53,456|$11,500|—|

| 2023|$197,435|$106,859|$51,958|$10,850|—|

| 2022|$247,641|$158,879|$51,039|—|$31,140|

## Similar Plans

- [Richard E. Pierson Construction Co., INC.](https://planprovider.pro/companies/richard-e-pierson-construction-co-inc-401k-plan) — 541 participants

- [Ferreira Construction Co., INC.](https://planprovider.pro/companies/ferreira-construction-company-inc-401k-plan) — 594 participants

- [Bd Of Trustees Heavy & General Laborers' Of Nj Annuity Fund](https://planprovider.pro/companies/bd-of-trustees-heavy-general-laborers-of-nj-annuity-fund-plan) — 9,133 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/teamsters-local-676-employers-annuity-fund-plan)

© 2026 PlanProvider.Pro