Plan Snapshot
- Plan Sponsor: Bd Of Trust Upstate New York Engineers Pension Fund
- Sponsor EIN: 150614642
- Sponsor Address: 101 INTREPID LANE, SYRACUSE, NY, 132050100
- Plan Type: DB
- Total Participants: 2,462
- Total Assets: $454.6M
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. |
|---|---|---|---|---|
| 2025 | 2,462 | $454.6M | $0 | $0 |
| 2024 | 2,025 | $352.6M | $0 | $0 |
| 2023 | 1,942 | $323.2M | $0 | $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 |
|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI, LLP | Auditor | $67,925 | — | $67,925 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTHEIS & PANETTIERI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,925
- Estimated Expense Ratio: 0.015% 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 |
|---|---|---|---|---|---|
| 2025 | $3,306,165 | $1,439,859 | — | $67,925 | — |
| 2024 | $3,017,509 | $1,346,121 | — | $65,500 | — |
| 2023 | $3,039,696 | $1,533,653 | — | — | $426,309 |