Plan Snapshot
- Plan Sponsor: Usw Local 1660-01 Health Fund Trust
- Sponsor EIN: 826144706
- Sponsor Address: 1028 ROEMER BOULEVARD, FARRELL, PA, 16121
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 271
- Total Assets: $9.1M
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 | 271 | $9.1M | $6.5M | $193,642 |
| 2023 | 257 | $7.1M | $6.1M | $531,397 |
| 2022 | 269 | $5.5M | $6.2M | $549,767 |
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 |
|---|---|---|---|---|
| GROSSMAN YANAK & FORD LLP | Auditor | $15,110 | — | $15,110 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GROSSMAN YANAK & FORD LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,110
- Estimated Expense Ratio: 0.167% 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 | $18,147 | — | — | $12,930 | — |
| 2023 | $17,397 | — | — | $12,275 | — |
| 2022 | $16,232 | — | — | — | $13,195 |