Plan Snapshot
- Plan Sponsor: The Staff Education Association Retirees' Veba Trust Fund
- Sponsor EIN: 272528791
- Sponsor Address: THREE GATEWAY CENTER, SUITE 1625, PITTSBURGH, PA, 15222
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 231
- Total Assets: $42.5M
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 | 231 | $42.5M | $0 | $89,007 |
| 2023 | 234 | $40.2M | $0 | $89,877 |
| 2022 | 220 | $36.7M | $0 | $90,480 |
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 |
|---|---|---|---|---|
| DOVER CONSULTING GROUP | Other Service Provider | $59,956 | — | $59,956 |
| CALIBRE CPA GROUP, PLLC | Auditor | $13,383 | — | $13,383 |
| JOHN WARDELL | Custodian / Trustee | $7,200 | — | $7,200 |
| LAURIE THERRIEN | Custodian / Trustee | $7,200 | — | $7,200 |
| PAUL GONZALEZ | Custodian / Trustee | $7,200 | — | $7,200 |
| PRISCILLA ROBERGE | Custodian / Trustee | $7,200 | — | $7,200 |
| ROBERT HOCKENBERGER | Custodian / Trustee | $7,200 | — | $7,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,339
- Estimated Expense Ratio: 0.257% 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 | $222,717 | $62,956 | $55,530 | $13,383 | — |
| 2023 | $158,367 | $50,736 | $48,076 | $12,180 | — |
| 2022 | $155,987 | $46,621 | $48,000 | — | $15,598 |