Plan Snapshot
- Plan Sponsor: Trustees Of Plasterers' Local No. 8 Annuity Fund
- Sponsor EIN: 236929739
- Sponsor Address: 7821 BARTRAM AVENUE SUITE 102, PHILADELPHIA, PA, 191533233
- Plan Type: DC
- Plan Number: 001
- Total Participants: 173
- Total Assets: $16.6M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 173 | $16.6M | $989,519 | $0 |
| 2023 | 198 | $16.9M | $1.0M | $0 |
| 2022 | 206 | $15.8M | $876,731 | $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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $43,949 | — | $43,949 |
| JOE MOSKAUSKI | Other Service Provider | — | $42,783 | $42,783 |
| INVESTMENT PERFORMANCE SERVICES LLC | Other Service Provider | $27,500 | — | $27,500 |
| NOVAK FRANCELLA, LLC | Auditor | $25,647 | — | $25,647 |
| SUSANIN, WIDMAN, & BRENNAN | Other Service Provider | $13,891 | — | $13,891 |
| MWM LAW LLC | Other Service Provider | $5,406 | — | $5,406 |
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: $159,176
- Estimated Expense Ratio: 0.959% 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 | $229,841 | $71,449 | — | $22,428 | — |
| 2023 | $211,861 | $66,813 | — | $24,350 | — |
| 2022 | $209,644 | $59,563 | — | — | $48,659 |