Plan Snapshot
- Plan Sponsor: Uiu-Newspaper Guild Of Greater Philadelphia Pension Fund
- Sponsor EIN: 236405043
- Sponsor Address: 20 BRACE ROAD, CHERRY HILL, NJ, 08034
- Plan Type: DB
- Total Participants: 35
- Total Assets: $334.5M
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 | 35 | $334.5M | $122,894 | $0 |
| 2023 | 27 | $344.4M | $112,792 | $0 |
| 2022 | 26 | $51.2M | $102,905 | $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 |
|---|---|---|---|---|
| INSIGHT INVESTMENT | Other Service Provider | $180,145 | — | $180,145 |
| ATALANTA SOSNOFF CAPITAL LLC | Other Service Provider | $175,179 | — | $175,179 |
| RBC WEALTH MANAGEMENT | Recordkeeper | $140,000 | — | $140,000 |
| PNC BANK NA | Other Service Provider | $137,807 | — | $137,807 |
| BENEFIT PROCESSING INC | Other Service Provider | $125,799 | — | $125,799 |
| BOLTON PARTNERS NORTHEAST INC | Other Service Provider | $89,500 | — | $89,500 |
| FRED ALGER MANAGEMENT INC | Other Service Provider | $81,815 | — | $81,815 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $78,927 | — | $78,927 |
| BOSTON PARTNERS | Other Service Provider | $69,480 | — | $69,480 |
| UNITED INDEPENDENT UNION | Other Service Provider | $67,864 | — | $67,864 |
| MOUNT VERNON ASSOCIATES | Other Service Provider | $47,670 | — | $47,670 |
| WALTER SCOTT & PARTNERS | Other Service Provider | $45,581 | — | $45,581 |
| BARATZ & ASSOCIATES, P.A. | Auditor | $42,750 | — | $42,750 |
| MARKOWITZ & RICHMAN | Other Service Provider | $32,823 | — | $32,823 |
| GAMCO INVESTORS | Other Service Provider | $14,573 | — | $14,573 |
| SPEAR WILDERMAN, P.C. | Other Service Provider | $11,462 | — | $11,462 |
| LORD ABBETT & CO | Other Service Provider | $8,800 | — | $8,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC WEALTH MANAGEMENT — Recordkeeper
- BARATZ & ASSOCIATES, P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,350,175
- Estimated Expense Ratio: 0.404% 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 | $1,506,197 | $718,770 | $162,789 | $42,750 | — |
| 2023 | $1,365,283 | $450,740 | $155,353 | $42,997 | — |
| 2022 | $1,141,997 | $470,835 | $139,444 | — | $149,175 |