# The Staff Education Association Retirees' Veba Trust Fund 401(k) Plan
Source: https://planprovider.pro/companies/the-staff-education-association-retirees-veba-trust-fund-272528791-501

> The Staff Education Association Retirees' Veba Trust Fund's 401(k) plan: 231 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

## Similar Plans

- [Board Of Trustees Agma Retirement Plan](https://planprovider.pro/companies/board-of-trustees-agma-retirement-plan-plan) — 8,463 participants

- [Teamsters Local No. 623 Legal Services Fund](https://planprovider.pro/companies/teamsters-local-no-623-legal-services-fund-232224686-501) — 4,084 participants

- [Employment Partners Benefits Fund Board Of Trustees](https://planprovider.pro/companies/employment-partners-benefits-fund-board-of-trustees-251000614-501) — 3,623 participants

- [Laborers' District Council Construction Industry Pension Fund](https://planprovider.pro/companies/laborers-district-council-construction-industry-pension-fund-236235338-001) — 2,817 participants

- [Laborers' District Council Heavy & Highway Health & Welfare Fund](https://planprovider.pro/companies/laborers-district-council-heavy-highway-health-welfare-fund-231527636-501) — 2,624 participants

- [Laborers' District Council Building & Construction Health & Welfare Fu](https://planprovider.pro/companies/laborers-district-council-building-construction-health-welfare-fu-231575634-501) — 2,067 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-staff-education-association-retirees-veba-trust-fund-272528791-501)

© 2026 PlanProvider.Pro