Plan Snapshot
- Plan Sponsor: Trustees Of Laborers Local 130 Health & Welfare Fund
- Sponsor EIN: 236408433
- Sponsor Address: 431 WYOMING AVE, SUITE 10, SCRANTON, PA, 185031228
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 0
- Total Assets: $1.5M
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 | 0 | $1.5M | $0 | $16,120 |
| 2023 | 302 | $1.5M | $863,014 | $31,962 |
| 2022 | 74 | $1.4M | $1.5M | $43,817 |
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 |
|---|---|---|---|---|
| ALAN ROSS & COMPANY, PC | Other Service Provider | $15,586 | — | $15,586 |
| BARATZ & ASSOCIATES PA | Other Service Provider | $6,175 | — | $6,175 |
| LAWRENCE C MUSGROVE ASSOCIATES | Other Service Provider | $6,000 | — | $6,000 |
| CAPTRUST FINANICAL ADVISORS | Other Service Provider | $5,927 | — | $5,927 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,688
- Estimated Expense Ratio: 2.239% 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 | $43,757 | $5,927 | $6,000 | $21,761 | — |
| 2023 | $92,033 | $5,754 | $36,240 | $15,945 | — |
| 2022 | $92,439 | $5,587 | $51,360 | — | $28,422 |