Plan Snapshot
- Plan Sponsor: Western Pennsylvania Conservancy
- Sponsor EIN: 251053485
- Sponsor Address: 800 WATERFRONT DRIVE, PITTSBURGH, PA, 15222
- Plan Type: 401(k)
- Plan Number: 505
- Total Participants: 171
- Total Assets: $167,268
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 | 171 | $167,268 | $1.9M | $406,156 |
| 2023 | 173 | $188,738 | $1.8M | $225,037 |
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 |
|---|---|---|---|---|
| THE DJB GROUP | Investment Advisor | $65,056 | — | $65,056 |
| THE BENECON GROUP | Investment Advisor | $32,955 | — | $32,955 |
| CONNECTCARE3 | Other Service Provider | $11,425 | — | $11,425 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,436
- Estimated Expense Ratio: 65.426% 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 | $552,846 | — | $70,402 | — | — |
| 2023 | $580,741 | — | $123,708 | — | — |