Plan Snapshot
- Plan Sponsor: Warehouse Employees Local 169 & Particip Employers Joint Severance Fun
- Sponsor EIN: 232661636
- Sponsor Address: 1363 W. CHELTENHAM AVENUE, ELKINS PARK, PA, 19027
- Plan Type: DC
- Total Participants: 101
- Total Assets: $5.0M
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. |
|---|---|---|---|---|
| 2025 | 101 | $5.0M | $0 | $0 |
| 2024 | 97 | $5.6M | $0 | $0 |
| 2023 | 73 | $6.0M | $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 |
|---|---|---|---|---|
| BACHELER & COMPANY, PC | Auditor | $17,042 | — | $17,042 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,042
- Estimated Expense Ratio: 0.340% 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 |
|---|---|---|---|---|---|
| 2025 | $54,303 | $12,967 | $10,584 | $17,042 | — |
| 2024 | $52,230 | $13,565 | $10,584 | $14,678 | — |
| 2023 | $53,500 | $14,102 | $10,584 | — | $20,175 |