# Warehouse Employees Union Local 169 And Employers Joint Pension Fund DB Plan
Source: https://planprovider.pro/companies/whse-employees-union-local-169-plan-001

> Warehouse Employees Union Local 169 And Employers Joint Pension Fund's DB plan: 373 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## 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|NONE|$179,553|—|$179,553|

| THE MCKEOGH COMPANY|NONE|$161,989|—|$161,989|

| COOKE AND BEILER LP|NONE|$79,175|—|$79,175|

| RBC WEALTH MANAGEMENT|NONE|$30,000|—|$30,000|

| MERANZE, KATZ & GAUDIOSO|NONE|$26,030|—|$26,030|

| LOOP CAPITAL LLC|NONE|$20,853|—|$20,853|

| AMALGAMATED BANK|NONE|$11,724|—|$11,724|

| BACHELER & COMPANY PC|NONE|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RBC WEALTH MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — NONE

## 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|

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