Plan Snapshot
- Plan Sponsor: Allied Industries Pension Fund Local 427
- Sponsor EIN: 226195465
- Sponsor Address: C/O DH COOK ASSOCIATES, INC, NEW YORK, NY, 10018
- Plan Type: DB
- Total Participants: 40
- Total Assets: $26.5M
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 | 40 | $26.5M | $189,821 | $0 |
| 2023 | 58 | $24.9M | $202,306 | $0 |
| 2022 | 68 | $23.4M | $228,561 | $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 |
|---|---|---|---|---|
| COHEN, WEISS & SIMON LLP | ATTORNEY | $367,303 | — | $367,303 |
| BLANKROME | ATTORNEY | $90,431 | — | $90,431 |
| DAY PITNEY LLP | ATTORNEY | $62,914 | — | $62,914 |
| C. S. MCKEE LP | INVESTMENT MANAGER | $56,872 | — | $56,872 |
| DH COOK ASSOCIATES, INC | ADMINISTRATOR | $42,000 | — | $42,000 |
| ROGOFF & COMPANY PC | ACCOUNTANT | $28,159 | — | $28,159 |
| U.S. REAL ESTATE INVESTMENT FUND, L | INVESTMENT MANAGER | $27,519 | — | $27,519 |
| DAHAB ASSOCIATES INC | INVESTMENT CONSULTANT | $12,500 | — | $12,500 |
| DICKINSON GROUP, LLC | ACTUARY | $12,000 | — | $12,000 |
| ERISA ADVISORY GROUP | ATTORNEY | $11,240 | — | $11,240 |
| PETER MITCHELL | TRUSTEE | $6,407 | — | $6,407 |
| ANNE AHSANUDDIN | TRUSTEE | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLANKROME — ATTORNEY
- DAY PITNEY LLP — ATTORNEY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $723,345
- Estimated Expense Ratio: 2.726% 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 | $793,440 | $96,891 | — | $30,684 | — |
| 2023 | $743,439 | $89,248 | — | $28,105 | — |
| 2022 | $338,672 | $86,021 | — | — | $152,217 |