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 |
|---|---|---|---|---|
| BARATZ AND ASSOCIATES, P.A. | Auditor | $42,750 | — | $42,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARATZ AND ASSOCIATES, P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,750
- Estimated Expense Ratio: 0.013% 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 |