# Uiu-Newspaper Guild Of Greater Philadelphia Pension Fund DB Plan
Source: https://planprovider.pro/companies/uiu-newspaper-guild-of-greater-philadelphia-pension-fund-plan

> Uiu-Newspaper Guild Of Greater Philadelphia Pension Fund's DB plan: 35 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|NONE|$180,145|—|$180,145|

| ATALANTA SOSNOFF CAPITAL LLC|NONE|$175,179|—|$175,179|

| RBC WEALTH MANAGEMENT|NONE|$140,000|—|$140,000|

| PNC BANK NA|NONE|$137,807|—|$137,807|

| BENEFIT PROCESSING INC|NONE|$125,799|—|$125,799|

| BOLTON PARTNERS NORTHEAST INC|NONE|$89,500|—|$89,500|

| FRED ALGER MANAGEMENT INC|NONE|$81,815|—|$81,815|

| BRIDGEWAY BENEFIT TECHNOLOGIES|NONE|$78,927|—|$78,927|

| BOSTON PARTNERS|NONE|$69,480|—|$69,480|

| UNITED INDEPENDENT UNION|AFFILIATED ORGANIZATION|$67,864|—|$67,864|

| MOUNT VERNON ASSOCIATES|NONE|$47,670|—|$47,670|

| WALTER SCOTT & PARTNERS|NONE|$45,581|—|$45,581|

| BARATZ & ASSOCIATES, P.A.|NONE|$42,750|—|$42,750|

| MARKOWITZ & RICHMAN|NONE|$32,823|—|$32,823|

| GAMCO INVESTORS|NONE|$14,573|—|$14,573|

| SPEAR WILDERMAN, P.C.|NONE|$11,462|—|$11,462|

| LORD ABBETT & CO|NONE|$8,800|—|$8,800|

### Verified Provider Profiles

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

- [RBC WEALTH MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — NONE

- [BARATZ & ASSOCIATES, P.A.](https://planprovider.pro/provider/baratz-and-associates-pa) — NONE

## 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|

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