Plan Snapshot
- Plan Sponsor: Trustees Of Plasterers' Local 8 Pension Fund
- Sponsor EIN: 232652951
- Sponsor Address: 7821 BARTRAM AVENUE SUITE 102, PHILADELPHIA, PA, 191533233
- Plan Type: DB
- Plan Number: 002
- Total Participants: 87
- Total Assets: $29.8M
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 | 87 | $29.8M | $1.5M | $0 |
| 2023 | 97 | $28.3M | $1.5M | $0 |
| 2022 | 105 | $26.7M | $1.4M | $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 |
|---|---|---|---|---|
| INVESTMENT PERFORMANCE SERVICES LLC | Other Service Provider | $67,667 | — | $67,667 |
| BOYD WATTERSON ASSET MGMT LLC | Other Service Provider | $66,438 | — | $66,438 |
| JOE MOSKAUSKI | Other Service Provider | — | $59,752 | $59,752 |
| RAE GROUP LLC | Other Service Provider | $49,500 | — | $49,500 |
| NOVAK FRANCELLA, LLC | Auditor | $34,979 | — | $34,979 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $29,677 | — | $29,677 |
| JOANN PROCOPIO | Other Service Provider | — | $26,748 | $26,748 |
| PRINCIPAL | Other Service Provider | $24,869 | — | $24,869 |
| CORBIN CAPITAL PARTNERS LP | Other Service Provider | $21,395 | — | $21,395 |
| SEGALL BRYANT & HAMILL LLC | Other Service Provider | $18,182 | $927 | $19,109 |
| SUSANIN WIDMAN & BRENNAN, PC | Other Service Provider | $18,620 | — | $18,620 |
| HARDMAN JOHNSTON GLOBAL ADVISORS | Other Service Provider | $13,231 | — | $13,231 |
| CHARTWELL INVESTMENT PARTNERS LLC | Other Service Provider | $11,186 | — | $11,186 |
| MWM LAW, LLC | Other Service Provider | $5,730 | — | $5,730 |
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: $448,901
- Estimated Expense Ratio: 1.505% 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 | $566,088 | $233,270 | — | $30,795 | — |
| 2023 | $364,234 | $102,815 | — | $32,429 | — |
| 2022 | $336,760 | $102,846 | — | — | $60,850 |