Plan Ledger DOL Form 5500 · updated monthly

Trustees of the Iue-Cwa Afl-Cio Pension Fund401(k)

IUE-CWA 401(K) RETIREMENT SAVINGS AND SECURITY PLAN · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.70%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Trustees of the Iue-Cwa Afl-Cio Pension Fund reported $559,982 in plan administrative expenses for 2024: 0.70% of average plan assets, higher than ~90% of peers. Employer contributions averaged $832 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.90% to 0.70%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 547th-largest of 3,651 plans among Pennsylvania employers on file, and the 364th of 2,199 in information & media. In 2024, employees put in $1.29 for every $1.00 the employer contributed; active participation has grown from 2,454 to 2,780 since 2022.

Plan summary
Net assets, end of year$82,255,200
Participants with balances4,273
Active participants2,780
Employer contributions$2,312,906
Employee contributions$2,983,533
Employer contribution per active participant$832
Average account balance$19,250
Benefits paid to participants$9,677,308
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$82.3M · 4,273 accts · $2.3M emplr
2023$76.9M · 4,160 accts · $2.2M emplr
2022$66.9M · 4,011 accts · $2.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$443,030
Investment management$10,000
Audit (IQPA)$28,000
Total administrative$559,982
The Trustees of the Iue-Cwa Afl-Cio Pension Fund 401(k) match · 2024
Employer contribution per active participant$832
Median for plans this size$3,635
2024$832 per active participant
2023$843 per active participant
2022$1,002 per active participant

Trustees of the Iue-Cwa Afl-Cio Pension Fund's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 202410
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$222,330
ZENITH AMERICAN SOLUTIONS · Contract administrator$124,554
AMALGAMATED EMPLOYEE BEN PLAN ADMIN · Accounting / audit$96,146
NOVAK FRANCELLA, LLC · Accounting / audit$28,000
SCHULTE ROTH & ZABLE, LLP · Legal$14,185
COUNSEL ADVISORS, INC. · Consulting$10,500
SEGAL MARCO ADVISORS · Investment management$10,000
COHEN WEISS & SIMONS LLP · Legal$9,919
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp
MID-ATLANTIC CAPITAL CORPORATION · Securities brokerageindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$559,982 · 0.70%
2023$609,600 · 0.85%
2022$657,385 · 0.90%
Similar plansInformation & Media · Pennsylvania
Vertex, Inc. PA$445.2M · 0.04%
Nep Broadcasting, LLC PA$216.4M · 0.12%
Grant Street Group, Inc. PA$75.8M · 0.01%
Music Choice PA$59.1M · 0.01%
Eps US, LLC PA$49.0M · 0.38%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 223345052 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.