Plan Snapshot
- Plan Sponsor: Trustees Of Ibew Local Union No. 126 Occupational Safety Health And Ed
- Sponsor EIN: 231919421
- Sponsor Address: 3455 GERMANTOWN PIKE, COLLEGEVILLE, PA, 19426
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,704
- Total Assets: $41.1M
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 | 1,704 | $41.1M | $7.4M | $0 |
| 2023 | 1,613 | $36.8M | $6.6M | $0 |
| 2022 | 1,502 | $33.3M | $8.1M | $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 |
|---|---|---|---|---|
| STEVEN LUTZ | Other Service Provider | $301,483 | — | $301,483 |
| JOSEPH MUSCARA | Other Service Provider | $275,061 | — | $275,061 |
| PARTNERS IN SAFETY | Other Service Provider | $219,841 | — | $219,841 |
| STEVEN KUNCELMAN | Other Service Provider | $201,006 | — | $201,006 |
| DIANE DELLO BUONO | Other Service Provider | $160,135 | — | $160,135 |
| LESLIE FULMER | Other Service Provider | $150,735 | — | $150,735 |
| M3 INFORMATION TECHNOLOGY SOLUTIONS | Other Service Provider | $45,755 | — | $45,755 |
| PROFESSIONAL BUILDING SERVICES INC | Other Service Provider | $40,253 | — | $40,253 |
| IBEW LOCAL 126 | Other Service Provider | $32,743 | — | $32,743 |
| NOVAK FRANCELLA LLC | Auditor | $30,066 | — | $30,066 |
| J&V LAWN SERVICE, LLC | Other Service Provider | $18,446 | — | $18,446 |
| COYNE FIRST AID | Other Service Provider | $17,189 | — | $17,189 |
| CONCENTRA MEDICAL CENTER | Other Service Provider | $14,928 | — | $14,928 |
| DANIEL WALKER | Other Service Provider | $13,223 | — | $13,223 |
| FOX ROTHSCHILD LLP | Other Service Provider | $10,668 | — | $10,668 |
| MORGAN STANLEY | Other Service Provider | $10,000 | — | $10,000 |
| RAMM INC | Other Service Provider | $7,372 | — | $7,372 |
| ABIGAYL LUTZ | Other Service Provider | $6,892 | — | $6,892 |
| LARRY C. MENGEL | Other Service Provider | $6,652 | — | $6,652 |
| CLEARY, JOSEM, AND TRIGIANAI, LLP | Other Service Provider | $6,294 | — | $6,294 |
| BERNARD RAZAWICH | Other Service Provider | $6,031 | — | $6,031 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,574,773
- Estimated Expense Ratio: 3.836% 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 | $2,440,240 | $59,373 | — | $27,353 | — |
| 2023 | $2,380,024 | $10,000 | — | $33,615 | — |
| 2022 | $2,082,151 | $10,000 | — | — | $40,036 |