Plan Snapshot
- Plan Sponsor: Bd Of Trustees Annuity Fund Of The Iuoe Lcl Union 94, 94a, 94b Afl-Cio
- Sponsor EIN: 136817367
- Sponsor Address: 331-337 WEST 44TH STREET, NEW YORK, NY, 100365402
- Plan Type: DC
- Total Participants: 5,885
- Total Assets: $1.8B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,885 | $1.8B | $70.8M | $0 |
| 2023 | 5,817 | $1.7B | $68.5M | $0 |
| 2022 | 5,807 | $1.5B | $64.6M | $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 | $80,150 | — | $80,150 |
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: $80,150
- Estimated Expense Ratio: 0.004% 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 | $3,141,153 | $1,509,900 | — | $80,150 | — |
| 2023 | $2,834,731 | $1,320,618 | — | $75,000 | — |
| 2022 | $2,634,408 | $1,249,758 | — | — | $455,833 |