# Warehouse Employees Union Local 169 And Contributing Employers H&W Fun 401(k) Plan
Source: https://planprovider.pro/companies/warehouse-employees-union-local-169-and-contributing-employers-h-w-fun-237215201-501

> Warehouse Employees Union Local 169 And Contributing Employers H&W Fun's 401(k) plan: 325 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/warehouse-employees-union-local-169-and-contributing-employers-h-w-fun-237215201-501)

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