# Bd Of Trustees Amalgamated Transit Workers Local 854 Pension Fund DB Plan
Source: https://planprovider.pro/companies/bd-of-trustees-amalgamated-transit-workers-local-854-pension-fund-plan

> Bd Of Trustees Amalgamated Transit Workers Local 854 Pension Fund's DB plan: 1,207 participants, plan year 2025 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Trustees Amalgamated Transit Workers Local 854 Pension Fund

- **Sponsor EIN:** 850774781

- **Sponsor Address:** 420 WEST MERRICK ROAD, VALLEY STREAM, NY, 11580

- **Plan Type:** DB

- **Total Participants:** 1,207

- **Total Assets:** $19.8M

## 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|1,207|$19.8M|$0|$0|

| 2024|1,304|$16.1M|$0|$0|

| 2023|1,524|$12.4M|$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|

| NOVAK FRANCELLA, LLC|Auditor|$24,000|—|$24,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $24,000

- **Estimated Expense Ratio:** 0.121% 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|$370,256|$13,466|—|$24,000|—|

| 2024|$423,156|$8,662|—|$30,331|—|

| 2023|$401,263|$7,080|—|—|$165,760|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-trustees-amalgamated-transit-workers-local-854-pension-fund-plan)

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