# Trustees Of The Dairy Industry - Union Pension Plan For Philadelphia & DB Plan
Source: https://planprovider.pro/companies/trustees-of-the-dairy-industry-union-pension-plan-for-philadelphia-plan

> Trustees Of The Dairy Industry - Union Pension Plan For Philadelphia &'s DB plan: 333 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of The Dairy Industry - Union Pension Plan For Philadelphia &

- **Sponsor EIN:** 236283288

- **Sponsor Address:** KEVON OFFICE CENTER, PENNSAUKEN, NJ, 081094613

- **Plan Type:** DB

- **Total Participants:** 333

- **Total Assets:** $135.6M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|333|$135.6M|$3.0M|$0|

| 2023|350|$130.7M|$3.0M|$0|

| 2022|377|$125.1M|$3.0M|$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|

| SEI INVESTMENTS COMPANY|NONE|$521,810|—|$521,810|

| THE SEGAL COMPANY|NONE|$173,268|—|$173,268|

| ADMINISTRATIVE SERVICE PROFESSIONAL|NONE|$124,780|—|$124,780|

| UBS REALTY INVESTORS LLC|NONE|$92,450|—|$92,450|

| STEVENS & LEE P.C.|NONE|$45,416|—|$45,416|

| WILLIG WILLIAMS & DAVIDSON|NONE|$38,975|—|$38,975|

| NOVAK FRANCELLA LLC|NONE|$30,500|—|$30,500|

| SEI TRUST COMPANY|NONE|$12,573|—|$12,573|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STEVENS & LEE P.C.](https://planprovider.pro/provider/stevens-and-lee-pc) — NONE

- [WILLIG WILLIAMS & DAVIDSON](https://planprovider.pro/provider/willig-williams-and-davidson) — NONE

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,039,772

- **Estimated Expense Ratio:** 0.767% 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|$1,175,580|$614,260|$118,112|$30,500|—|

| 2023|$1,154,926|$652,240|$117,199|$30,500|—|

| 2022|$1,163,862|$713,575|$118,263|—|$193,913|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-the-dairy-industry-union-pension-plan-for-philadelphia-plan)

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