# Trustees Of Laborers' Local 130 Pension Fund DB Plan
Source: https://planprovider.pro/companies/trustees-of-laborers-local-130-pension-fund-240866674-001

> Trustees Of Laborers' Local 130 Pension Fund's DB plan: 116 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Laborers' Local 130 Pension Fund

- **Sponsor EIN:** 240866674

- **Sponsor Address:** 431 WYOMING AVE, SUITE 10, SCRANTON, PA, 185031228

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 116

- **Total Assets:** $4.2M

## 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|116|$4.2M|$1.5M|$0|

| 2023|97|$6.6M|$1.4M|$0|

| 2022|96|$9.2M|$1.6M|$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|

| ACRISURE|Other Service Provider|$98,276|—|$98,276|

| LAWRENCE C MUSGROVE ASSOCIATES|Other Service Provider|$59,955|—|$59,955|

| CAPFINANCIAL PARTNERS, LLC|Other Service Provider|$53,340|—|$53,340|

| ALAN ROSS & COMPANY|Other Service Provider|$16,086|—|$16,086|

| ODONOGHUE & ODONOGHUE LLP|Other Service Provider|$15,110|—|$15,110|

| WELLS FARGO BANK, NA|Other Service Provider|$7,134|—|$7,134|

| FOSTER & FOSTER, INC|Other Service Provider|$6,200|—|$6,200|

| BARATZ & ASSOCIATES PA|Other Service Provider|$5,815|—|$5,815|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $261,916

- **Estimated Expense Ratio:** 6.271% 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|$301,914|$53,340|$59,955|$21,901|—|

| 2023|$214,201|$51,785|$58,987|$16,395|—|

| 2022|$227,947|$50,278|$57,972|—|$75,329|

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