Plan Snapshot
- Plan Sponsor: Bd. Of Trustees, Amended & Restated Hip-Local 153 Pension Plan
- Sponsor EIN: 132869312
- Sponsor Address: 55 WATER STREET, 11TH FLOOR, NEW YORK, NY, 100418190
- Plan Type: DB
- Total Participants: 19
- Total Assets: $105.0M
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 | 19 | $105.0M | $3.1M | $0 |
| 2023 | 19 | $111.7M | $4.3M | $0 |
| 2022 | 31 | $105.8M | $9.8M | $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 |
|---|---|---|---|---|
| AGILIS PARTNERS LLC | Other Service Provider | $412,115 | — | $412,115 |
| LEGAL & GENERAL | Other Service Provider | $228,032 | — | $228,032 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $100,345 | — | $100,345 |
| BDO USA, P.C. | Auditor | $74,220 | — | $74,220 |
| MORGAN STANLEY | Recordkeeper | $28,125 | — | $28,125 |
| PITTA & GIBLIN | Other Service Provider | $21,399 | — | $21,399 |
| STEPTOE LLP | ERISA Attorney | $14,578 | — | $14,578 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
- MORGAN STANLEY — Recordkeeper
- STEPTOE LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $878,814
- Estimated Expense Ratio: 0.837% 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 | $1,652,353 | $328,047 | $28,767 | $68,084 | — |
| 2023 | $1,819,501 | $322,568 | $38,867 | $65,035 | — |
| 2022 | $1,501,884 | $305,435 | — | — | $498,716 |