Plan Snapshot
- Plan Sponsor: United Association Of Journeyman & Apprentice Pipefitters Local 524
- Sponsor EIN: 231992413
- Sponsor Address: 711 COREY STREET, SCRANTON, PA, 185053502
- Plan Type: DC
- Total Participants: 307
- Total Assets: $48.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 307 | $48.4M | $0 | $0 |
| 2023 | 384 | $43.6M | $0 | $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 |
|---|---|---|---|---|
| ALAN ROSS & COMPANY, PC | Auditor | $12,450 | — | $12,450 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,450
- Estimated Expense Ratio: 0.026% 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 | $78,172 | $41,202 | — | $12,450 | — |
| 2023 | $104,823 | $78,257 | — | — | $19,434 |