# Allied Industries Pension Fund Local 427 DB Plan
Source: https://planprovider.pro/companies/allied-industries-pension-fund-local-427-plan

> Allied Industries Pension Fund Local 427's DB plan: 40 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/blank-rome-llp) — ATTORNEY

- [DAY PITNEY LLP](https://planprovider.pro/provider/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|

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