Plan Snapshot
- Plan Sponsor: Trustees Of Susquehanna Laborers Combined Health And Welfare Fund
- Sponsor EIN: 236426910
- Sponsor Address: 3031 B WALTON ROAD, PLYMOUTH MEETING, PA, 194622388
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 0
- Total Assets: $452,369
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 | $452,369 | $122,982 | $0 |
| 2023 | 0 | $876,332 | $1.8M | $205,698 |
| 2022 | 102 | $2.0M | $2.4M | $379,410 |
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 |
|---|---|---|---|---|
| HEALTHCARE STRATEGIES INC | Other Service Provider | $203,989 | — | $203,989 |
| BREIER GROUP CONSULTING | Other Service Provider | $46,225 | — | $46,225 |
| DOMENIC A BELLISARIO | Other Service Provider | $7,522 | — | $7,522 |
| US BANK NA | Recordkeeper | $6,970 | — | $6,970 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK NA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $264,706
- Estimated Expense Ratio: 58.516% 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 | $287,619 | $7,660 | $203,989 | $15,000 | — |
| 2023 | $491,260 | $8,836 | $178,300 | $37,025 | — |
| 2022 | $524,402 | $9,682 | $178,666 | — | $195,488 |