# Tmt Local 1 Of PA Vacation Fund 401(k) Plan
Source: https://planprovider.pro/companies/tmt-local-1-of-pa-vacation-fund-232215145-501

> Tmt Local 1 Of PA Vacation Fund's 401(k) plan: 352 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tmt Local 1 Of PA Vacation Fund

- **Sponsor EIN:** 232215145

- **Sponsor Address:** 2704 BLACK LAKE PL, PHILADELPHIA, PA, 191541008

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

- **Plan Number:** 501

- **Total Participants:** 352

- **Total Assets:** $195,611

## 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|352|$195,611|$1.0M|$0|

| 2023|265|$181,682|$959,200|$0|

| 2022|298|$171,636|$938,757|$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|

| ANTHONY PONTARELLI CPA, LLC|Other Service Provider|$5,000|—|$5,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,000

- **Estimated Expense Ratio:** 2.556% 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|$6,586|—|$1,568|$5,000|—|

| 2023|$14,762|—|$4,712|$5,000|—|

| 2022|$15,358|—|$4,700|—|$5,000|

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