# United Steelworkers Local 286 Severance/ 401(K) Plan DC Plan
Source: https://planprovider.pro/companies/united-steelworkers-local-286-severance-401-k-plan-plan

> United Steelworkers Local 286 Severance/ 401(K) Plan's DC plan: 2,056 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 Severance/ 401(K) Plan

- **Sponsor EIN:** 232059315

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

- **Plan Type:** DC

- **Total Participants:** 2,056

- **Total Assets:** $42.1M

## 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|2,056|$42.1M|$2.8M|$779,243|

| 2023|1,811|$37.2M|$2.5M|$710,144|

| 2022|1,539|$32.8M|$2.4M|$740,347|

## 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|

| USW DISTRICT 10 LOCAL 286 UNION|SPONSORING LABOR ORG.|$505,129|—|$505,129|

| TRANSAMERICA RETIREMENT SOLUTIONS|NONE|$112,970|—|$112,970|

| CARLO SIMONE, III|EMPLOYEE|—|$96,400|$96,400|

| NOVAK FRANCELLA LLC|NONE|$44,623|—|$44,623|

| FOSTER & FOSTER, INC.|NONE|$26,000|—|$26,000|

| SPEAR WILDERMAN, P.C.|NONE|$25,000|—|$25,000|

| LITTLER MENDELSON, P.C.|NONE|$25,000|—|$25,000|

| MORGAN STANLEY SMITH BARNEY|NONE|$12,500|—|$12,500|

| XPAN LAW PARTNERS, LLC|NONE|$10,800|—|$10,800|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — NONE

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — NONE

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/morgan-stanley) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $858,422

- **Estimated Expense Ratio:** 2.040% 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|$789,425|$12,500|$112,970|$29,400|—|

| 2023|$688,099|$12,500|$106,411|$29,725|—|

| 2022|$588,226|$12,500|—|—|$117,849|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-steelworkers-local-286-severance-401-k-plan-plan)

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