Plan Snapshot
- Plan Sponsor: Trustees Of Teamsters Local 929 Retirement Plan
- Sponsor EIN: 232592447
- Sponsor Address: 2500 MCCLELLAN AVE. SUITE 140, PENNSAUKEN, NJ, 081094613
- Plan Type: DC
- Total Participants: 3,105
- Total Assets: $32.9M
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 | 3,105 | $32.9M | $2.7M | $0 |
| 2023 | 2,595 | $29.9M | $2.4M | $0 |
| 2022 | 1,415 | $26.5M | $2.4M | $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 |
|---|---|---|---|---|
| NOVAK FRANCELLA, LLC | Auditor | $13,250 | — | $13,250 |
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: $13,250
- Estimated Expense Ratio: 0.040% 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 | $358,570 | $144,040 | $134,646 | $13,250 | — |
| 2023 | $319,222 | $107,133 | $130,788 | $12,750 | — |
| 2022 | $280,789 | $101,184 | $115,985 | — | $34,963 |