Plan Snapshot
- Plan Sponsor: Western Pennsylvania Conservancy
- Sponsor EIN: 251053485
- Sponsor Address: 800 WATERFRONT DRIVE, PITTSBURGH, PA, 152224793
- Plan Type: DC
- Total Participants: 185
- Total Assets: $21.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 185 | $21.0M | $912,377 | $0 |
| 2023 | 187 | $19.0M | $843,779 | $0 |
| 2022 | 169 | $16.4M | $767,636 | $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 |
|---|---|---|---|---|
| TEACHERS INS. AND ANNUITY ASSOC. | TPA | $30,199 | — | $30,199 |
| MAHER DUESSEL, CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEACHERS INS. AND ANNUITY ASSOC. — TPA
- MAHER DUESSEL, CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,199
- Estimated Expense Ratio: 0.144% 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 | $30,199 | — | $30,199 | — | — |
| 2023 | $21,424 | — | $21,424 | — | — |
| 2022 | $20,663 | — | $20,663 | — | — |