# Trustees Of Afscme Local 54 Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-afscme-local-54-health-welfare-fund-232247372-501

> Trustees Of Afscme Local 54 Health & Welfare Fund's Health & Welfare plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Afscme Local 54 Health & Welfare Fund

- **Sponsor EIN:** 232247372

- **Sponsor Address:** 2500 MCCLELLAN AVENUE, PENNSAUKEN, NJ, 08109

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 125

- **Total Assets:** $632,142

## 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|125|$632,142|$163,744|$0|

| 2023|113|$602,107|$168,503|$0|

| 2022|127|$597,930|$168,503|$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|

| WILLIG, WILLIAMS & DAVIDSON|ERISA Attorney|$7,543|—|$7,543|

| ALAN ROSS & COMPANY, PC|Other Service Provider|$6,700|—|$6,700|

| BENEFIT PROCCESING, INC|Other Service Provider|$5,800|—|$5,800|

### Verified Provider Profiles

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

- [WILLIG, WILLIAMS & DAVIDSON](https://planprovider.pro/provider/willig-williams-and-davidson) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $20,043

- **Estimated Expense Ratio:** 3.171% 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|$28,399|$2,689|$5,800|$6,700|—|

| 2023|$32,301|$2,726|$10,800|$6,700|—|

| 2022|$36,254|$2,384|$10,800|—|$14,245|

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