# Trustees Of Plasterers' Local No. 8 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/trustees-of-plasterers-local-no-8-annuity-fund-236929739-001

> Trustees Of Plasterers' Local No. 8 Annuity Fund's DC plan: 173 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 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-plasterers-local-no-8-annuity-fund-236929739-001)

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