# Trustees For The Electrical Welfare Trust Fund 401(k) Plan
Source: https://planprovider.pro/companies/trustees-for-the-electrical-welfare-trust-fund-526038507-501

> Trustees For The Electrical Welfare Trust Fund's 401(k) plan: 11,969 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees For The Electrical Welfare Trust Fund

- **Sponsor EIN:** 526038507

- **Sponsor Address:** 10003 DEREKWOOD LANE, SUITE 130, LANHAM, MD, 207064811

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

- **Plan Number:** 501

- **Total Participants:** 11,969

- **Total Assets:** $300.4M

## 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|11,969|$300.4M|$176.0M|$4.4M|

| 2023|10,565|$282.0M|$152.3M|$4.2M|

| 2022|10,476|$265.6M|$151.7M|$4.0M|

## 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|

| CVS PHARMACY, INC|Other Service Provider|$29,008,631|—|$29,008,631|

| UMR, INC.|Other Service Provider|$7,651,288|—|$7,651,288|

| EMPLOYEES OF ELECTRICAL WELFARE FD|Other Service Provider|$2,210,023|—|$2,210,023|

| JANUS ASSOCIATES, INC.|Other Service Provider|$569,811|—|$569,811|

| VIRTA MEDICAL P.C.|Other Service Provider|$544,207|—|$544,207|

| UNITED CONCORDIA DENTAL|Other Service Provider|$392,488|—|$392,488|

| CHARTWELL INVESTMENT PARTNERS, INC|Other Service Provider|$314,219|—|$314,219|

| CONTINENTAL TECHNOLOGIES, INC.|Other Service Provider|$293,640|—|$293,640|

| THE SEGAL COMPANY|Other Service Provider|$206,852|—|$206,852|

| SLEVIN AND HART, P.C.|ERISA Attorney|$133,857|—|$133,857|

| SIERRA INVESTMENT PARTNERS INC|Other Service Provider|$111,908|—|$111,908|

| SARFINO AND RHOADES|Other Service Provider|$100,536|—|$100,536|

| HELLO HEART|Other Service Provider|$99,810|—|$99,810|

| M&T BANK|Recordkeeper|$69,141|—|$69,141|

| WEDGE CAPITAL MANAGEMENT|Other Service Provider|$66,776|—|$66,776|

| SEGAL SELECT INSURANCE|Other Service Provider|$34,742|—|$34,742|

| INVESTMENT PERFORMANCE SERVICES LLC|Other Service Provider|$30,000|—|$30,000|

| MCCHESNEY AND DALE, PC|Other Service Provider|$15,063|—|$15,063|

### Verified Provider Profiles

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

- [SLEVIN AND HART, P.C.](https://planprovider.pro/provider/slevin-and-hart-pc) — ERISA Attorney

- [M&T BANK](https://planprovider.pro/provider/trustage) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $41,852,992

- **Estimated Expense Ratio:** 13.931% 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|$3,790,461|$522,885|—|$100,536|—|

| 2023|$6,110,525|$465,779|—|$80,750|—|

| 2022|$7,593,537|$520,307|—|—|$532,133|

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