Plan Snapshot
- Plan Sponsor: Warehouse Employees Union Local 169 And Contributing Employers H&W Fun
- Sponsor EIN: 237215201
- Sponsor Address: 1363 W. CHELTENHAM AVENUE, ELKINS PARK, PA, 19027
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 325
- Total Assets: $16.1M
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 | 325 | $16.1M | $5.2M | $66,302 |
| 2023 | 305 | $13.5M | $4.4M | $74,828 |
| 2022 | 303 | $12.1M | $4.6M | $64,550 |
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 |
|---|---|---|---|---|
| SAV-RX PRESCRIPTION SERVICES | Other Service Provider | $329,462 | — | $329,462 |
| AETNA LIFE INSURANCE COMPANY | Other Service Provider | $208,914 | — | $208,914 |
| ZENITH AMERICAN SOLUTIONS INC. | Other Service Provider | $162,217 | — | $162,217 |
| THE MCKEOGH COMPANY | Other Service Provider | $45,000 | — | $45,000 |
| MERANZE, KATZ & GAUDIOSO PC | Other Service Provider | $40,007 | — | $40,007 |
| BACHELER & COMPANY PC | Other Service Provider | $19,292 | — | $19,292 |
| AMALGAMATED BANK | Other Service Provider | $13,232 | — | $13,232 |
| VISION BENEFITS OF AMERICA | Other Service Provider | $5,137 | — | $5,137 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $823,261
- Estimated Expense Ratio: 5.128% 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 | $298,663 | $13,232 | $162,217 | — | — |
| 2023 | $295,795 | $11,462 | $165,627 | — | — |
| 2022 | $289,743 | $13,015 | $159,003 | — | $100,030 |