Plan Snapshot
- Plan Sponsor: Warehouse Employees Union Local 169 And Employers Joint Pension Fund
- Sponsor EIN: 236230368
- Sponsor Address: 1363 W. CHELTENHAM AVENUE, ELKINS PARK, PA, 190270000
- Plan Type: DB
- Total Participants: 373
- Total Assets: $43.4M
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 | 373 | $43.4M | $6.8M | $0 |
| 2023 | 312 | $45.3M | $5.8M | $0 |
| 2022 | 328 | $47.4M | $6.1M | $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 |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $179,553 | — | $179,553 |
| THE MCKEOGH COMPANY | Other Service Provider | $161,989 | — | $161,989 |
| COOKE AND BEILER LP | Other Service Provider | $79,175 | — | $79,175 |
| RBC WEALTH MANAGEMENT | Recordkeeper | $30,000 | — | $30,000 |
| MERANZE, KATZ & GAUDIOSO | Other Service Provider | $26,030 | — | $26,030 |
| LOOP CAPITAL LLC | Other Service Provider | $20,853 | — | $20,853 |
| AMALGAMATED BANK | Other Service Provider | $11,724 | — | $11,724 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC WEALTH MANAGEMENT — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $509,324
- Estimated Expense Ratio: 1.174% 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 | $746,405 | $141,634 | $179,553 | — | — |
| 2023 | $680,242 | $135,121 | $178,260 | — | — |
| 2022 | $668,843 | $152,673 | $175,687 | — | $142,508 |