Plan Snapshot
- Plan Sponsor: Veba Committee,Retirees Of Anchor Acquisition,LLC Health Care Trust
- Sponsor EIN: 276239920
- Sponsor Address: 60 BOULEVARD OF THE ALLIES 5TH FL, PITTSBURGH, PA, 15222
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 0
- Total Assets: $1.7M
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 | 0 | $1.7M | $75,000 | $0 |
| 2023 | 0 | $1.7M | $100,000 | $0 |
| 2022 | 0 | $1.7M | $100,000 | $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 |
|---|---|---|---|---|
| MCELHANEY & ASSOCIATES, LLC | Other Service Provider | $10,450 | — | $10,450 |
| CENTRAL DATA SERVICES, INC. | Other Service Provider | $6,000 | — | $6,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,450
- Estimated Expense Ratio: 0.982% 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 | $28,877 | $4,767 | $6,000 | $10,450 | — |
| 2023 | $26,111 | $4,620 | $6,000 | $9,500 | — |
| 2022 | $25,695 | $4,834 | $6,000 | — | $9,550 |