# Trustees Of The Iue-Cwa Afl-Cio Pension Fund 401(k) Plan
Source: https://planprovider.pro/companies/trustees-of-the-iue-cwa-afl-cio-pension-fund-401k-plan

> Trustees Of The Iue-Cwa Afl-Cio Pension Fund's 401(k) plan: 2,780 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 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|RECORD KEEPER|$222,330|—|$222,330|

| ZENITH AMERICAN SOLUTIONS|NONE|$124,554|—|$124,554|

| AMALGAMATED EMPLOYEE BEN PLAN ADMIN|NONE|$96,146|—|$96,146|

| NOVAK FRANCELLA, LLC|NONE|$28,000|—|$28,000|

| SCHULTE ROTH & ZABLE, LLP|NONE|$14,185|—|$14,185|

| COUNSEL ADVISORS, INC.|NONE|$10,500|—|$10,500|

| SEGAL MARCO ADVISORS|NONE|$10,000|—|$10,000|

| COHEN WEISS & SIMONS LLP|NONE|$9,919|—|$9,919|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

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

- [SCHULTE ROTH & ZABLE, LLP](https://planprovider.pro/provider/schulte-roth-and-zabel-llp) — NONE

## 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-the-iue-cwa-afl-cio-pension-fund-401k-plan)

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