Plan Snapshot
- Plan Sponsor: United Steel, Paper And Forestry, Rubber, Manufacturing, Energy, Allie
- Sponsor EIN: 250818080
- Sponsor Address: 60 BOULEVARD OF THE ALLIES, PITTSBURGH, PA, 152221214
- Plan Type: DB
- Total Participants: 10
- Total Assets: $47.6M
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 | 10 | $47.6M | $0 | $0 |
| 2023 | 17 | $46.5M | $0 | $0 |
| 2022 | 18 | $43.8M | $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 |
|---|---|---|---|---|
| SCHAFER CULLEN CAPITAL MANAGEMENT | INVESTMENT MANAGER | $34,257 | — | $34,257 |
| MORGAN STANLEY SMITH BARNEY LLC | INVESTMENT ADVISOR | $12,872 | — | $12,872 |
| NORTHERN TRUST COMPANY | CUSTODIAN/INV MGR | $7,308 | $4,696 | $12,004 |
| SCHNEIDER DOWNS & CO., INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — INVESTMENT ADVISOR
- SCHNEIDER DOWNS & CO., INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,133
- Estimated Expense Ratio: 0.124% 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 | $54,539 | $52,308 | — | — | — |
| 2023 | $49,728 | $44,765 | — | — | — |
| 2022 | $36,775 | $36,775 | — | — | — |