# Warehouse Employees Local 169 & Particip Employers Joint Severance Fun DC Plan
Source: https://planprovider.pro/companies/warehouse-employees-local-169-particip-employers-joint-severance-fun-232661636-001

> Warehouse Employees Local 169 & Particip Employers Joint Severance Fun's DC plan: 101 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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

- **Plan Number:** 001

- **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.|

| 2024|101|$5.0M|$122,435|$0|

| 2023|97|$5.6M|$211,424|$0|

| 2022|73|$6.0M|$202,947|$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|Other Service Provider|$17,042|—|$17,042|

| AMALGAMATED BANK|Other Service Provider|$12,967|—|$12,967|

| ZENITH AMERICAN SOLUTIONS INC.|Other Service Provider|$10,584|—|$10,584|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $40,593

- **Estimated Expense Ratio:** 0.809% 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|$54,303|$12,967|$10,584|$17,042|—|

| 2023|$52,230|$13,565|$10,584|$14,678|—|

| 2022|$53,500|$14,102|$10,584|—|$20,175|

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