# United Steelworkers Local 286 Legal Services Plan 401(k) Plan
Source: https://planprovider.pro/companies/united-steelworkers-local-286-legal-services-plan-232194292-501

> United Steelworkers Local 286 Legal Services Plan's 401(k) plan: 2,166 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Steelworkers Local 286 Legal Services Plan

- **Sponsor EIN:** 232194292

- **Sponsor Address:** 410-24 N. 8TH STREET, PHILADELPHIA, PA, 191233903

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 2,166

- **Total Assets:** $976,520

## 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|2,166|$976,520|$689,659|$0|

| 2023|1,007|$818,021|$2,830|$0|

| 2022|864|$1.3M|$588,375|$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|

| SPEAR WILDERMAN,P.C.|Other Service Provider|$207,761|—|$207,761|

| USW DISTRICT 10 LOCAL 286 UNION|Other Service Provider|$166,572|—|$166,572|

| CARLO SIMONE, III|Other Service Provider|—|$49,419|$49,419|

| NOVAK FRANCELLA LLC|Auditor|$30,592|—|$30,592|

| RAIBLE,CORNAGLIA,WENSTROM & RAIBLE|Other Service Provider|$16,000|—|$16,000|

| LITTLER MENDELSON, PC|Other Service Provider|$11,500|—|$11,500|

| FOSTER & FOSTER, INC.|Other Service Provider|$10,350|—|$10,350|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $492,194

- **Estimated Expense Ratio:** 50.403% 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|$384,935|—|—|$19,624|—|

| 2023|$272,514|—|—|$19,630|—|

| 2022|$270,416|—|—|—|$63,166|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-steelworkers-local-286-legal-services-plan-232194292-501)

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