Plan Snapshot
- Plan Sponsor: Western Pennsylvania Conservancy Matching Defined Contribution Plan
- Sponsor EIN: 251053485
- Sponsor Address: 800 WATERFRONT DRIVE, PITTSBURGH, PA, 152224793
- Plan Type: 403(b)
- Total Participants: 181
- Total Assets: $25.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 181 | $25.5M | $352,439 | $969,603 |
| 2023 | 186 | $23.0M | $325,170 | $930,518 |
| 2022 | 173 | $19.8M | $302,618 | $858,014 |
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 |
|---|---|---|---|---|
| MAHER DUESSEL, CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAHER DUESSEL, CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $39,302 | — | $39,302 | — | — |
| 2023 | $27,345 | — | $27,345 | — | — |
| 2022 | $25,999 | — | $25,999 | — | — |