Plan Snapshot
- Plan Sponsor: Wpsc Retiree Benefits Trust Committee
- Sponsor EIN: 556162719
- Sponsor Address: 60 BOULEVARD OF THE ALLIES, PITTSBURGH, PA, 15222
- Plan Type: 401(k)
- Plan Number: 520
- Total Participants: 0
- Total Assets: $66.5M
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 | 0 | $66.5M | $0 | $1.8M |
| 2023 | 0 | $66.9M | $62,099 | $1.8M |
| 2022 | 0 | $61.8M | $0 | $1.9M |
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 |
|---|---|---|---|---|
| CENTRAL DATA SERVICES, INC. | Other Service Provider | $113,713 | — | $113,713 |
| MERCER INVESTMENT CONSULTING LLC | Other Service Provider | $74,305 | — | $74,305 |
| GALLAGHER BENEFIT SERVICES, INC. | Other Service Provider | $50,000 | — | $50,000 |
| LEE BENEFITS CONSULTING, INC. | Other Service Provider | $37,700 | — | $37,700 |
| GROSSMAN YANAK & FORD LLP | Auditor | $28,565 | — | $28,565 |
| DAVID JULIO | Other Service Provider | $20,000 | — | $20,000 |
| JAMES SULLIVAN | Other Service Provider | $20,000 | — | $20,000 |
| RICHARD BOWNESS | Other Service Provider | $20,000 | — | $20,000 |
| FUSCO GALLAGHER & PORCARO LLP | Other Service Provider | $8,578 | — | $8,578 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GROSSMAN YANAK & FORD LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $372,861
- Estimated Expense Ratio: 0.561% 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 | $454,550 | $74,305 | $103,644 | $21,915 | — |
| 2023 | $468,197 | $71,105 | $124,017 | $20,105 | — |
| 2022 | $439,051 | $68,043 | $113,020 | — | $117,030 |