Plan Snapshot
- Plan Sponsor: Trustees Of The Iue-Cwa Afl-Cio Pension Fund
- Sponsor EIN: 223345052
- Sponsor Address: 2 GATEWAY CENTER, PITTSBURGH, PA, 152221024
- Plan Type: 401(k)
- Total Participants: 2,780
- Total Assets: $82.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,780 | $82.9M | $2.3M | $3.0M |
| 2023 | 2,652 | $77.1M | $2.2M | $3.1M |
| 2022 | 2,454 | $67.3M | $2.5M | $3.4M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $222,330 | — | $222,330 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $124,554 | — | $124,554 |
| AMALGAMATED EMPLOYEE BEN PLAN ADMIN | Other Service Provider | $96,146 | — | $96,146 |
| NOVAK FRANCELLA, LLC | Auditor | $28,000 | — | $28,000 |
| SCHULTE ROTH & ZABLE, LLP | ERISA Attorney | $14,185 | — | $14,185 |
| COUNSEL ADVISORS, INC. | Other Service Provider | $10,500 | — | $10,500 |
| SEGAL MARCO ADVISORS | Other Service Provider | $10,000 | — | $10,000 |
| COHEN WEISS & SIMONS LLP | Other Service Provider | $9,919 | — | $9,919 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- NOVAK FRANCELLA, LLC — Auditor
- SCHULTE ROTH & ZABLE, LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $515,634
- Estimated Expense Ratio: 0.622% 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 | $559,982 | $10,000 | $124,554 | $28,000 | — |
| 2023 | $609,600 | $10,000 | $168,000 | $28,000 | — |
| 2022 | $657,385 | $10,000 | — | — | $85,188 |