Plan Snapshot
- Plan Sponsor: Asbestos Workers Syracuse Pension Fund
- Sponsor EIN: 156022550
- Sponsor Address: 5 ADLER DR., SUITE 3, EAST SYRACUSE, NY, 13057
- Plan Type: DB
- Total Participants: 70
- Total Assets: $12.6M
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 | 70 | $12.6M | $1.1M | $0 |
| 2023 | 69 | $11.7M | $1.2M | $0 |
| 2022 | 84 | $10.4M | $1.5M | $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 |
|---|---|---|---|---|
| MANNING & NAPIER ADVISORS, LLC | Recordkeeper | $76,641 | — | $76,641 |
| BOLTON PARTNERS NORTHEAST, INC. | Other Service Provider | $35,000 | — | $35,000 |
| BLITMAN & KING, LLP | Other Service Provider | $21,214 | — | $21,214 |
| DERMODY, BURKE & BROWN, CPAS, LLC | Auditor | $20,200 | — | $20,200 |
| DONNA THOMAS | Other Service Provider | $17,317 | — | $17,317 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MANNING & NAPIER ADVISORS, LLC — Recordkeeper
- DERMODY, BURKE & BROWN, CPAS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $170,372
- Estimated Expense Ratio: 1.352% 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 | $221,185 | $76,641 | — | $21,704 | — |
| 2023 | $195,429 | — | — | $18,875 | — |
| 2022 | $178,417 | $61,723 | — | — | $65,778 |