Plan Snapshot
- Plan Sponsor: Bd Of Trustees Iuoe Local 30 Annuity Fund
- Sponsor EIN: 136595417
- Sponsor Address: 16-16 WHITESTONE EXPRESSWAY, WHITESTONE, NY, 113573055
- Plan Type: DC
- Total Participants: 4,267
- Total Assets: $533.7M
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 | 4,267 | $533.7M | $23.0M | $0 |
| 2023 | 4,772 | $482.8M | $23.8M | $0 |
| 2022 | 4,593 | $424.4M | $22.6M | $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 |
|---|---|---|---|---|
| FIDELITY INVESTMENT INSTITUTIONAL | Recordkeeper | $1,414,332 | — | $1,414,332 |
| DARREN TURTON | Other Service Provider | $136,363 | — | $136,363 |
| COLLEEN BRINDISI | Other Service Provider | $111,318 | — | $111,318 |
| MARSHALL & MOSS PAYROLL COMPLIANCE | Other Service Provider | $96,188 | — | $96,188 |
| COURTNEY BUTLER | Other Service Provider | $45,964 | — | $45,964 |
| NOVAK FRANCELLA LLC | Auditor | $45,000 | — | $45,000 |
| GAIL DISALVO | Other Service Provider | $35,327 | — | $35,327 |
| FRANK GREENBERG | Other Service Provider | $31,204 | — | $31,204 |
| SEGAL ADVISORS INC | Other Service Provider | $29,167 | — | $29,167 |
| BARNES,IACCARINO,& SHEPHERD LLC | Other Service Provider | $25,000 | — | $25,000 |
| THE SEGAL COMPANY | Other Service Provider | $19,375 | — | $19,375 |
| MARSHALL & MOSS,LLC | Other Service Provider | $13,246 | — | $13,246 |
| COMPREHENSIVE HEALTHCARE SYSTEMS IN | Other Service Provider | $11,408 | — | $11,408 |
| DYNAMIX GROUP, INC. | Other Service Provider | $10,398 | — | $10,398 |
| NORTHEASTERN OPERATING ENGNRS FCU | Other Service Provider | $8,061 | — | $8,061 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENT INSTITUTIONAL — Recordkeeper
- NOVAK FRANCELLA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,032,351
- Estimated Expense Ratio: 0.381% 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 | $2,517,766 | $29,167 | $1,414,332 | $45,000 | — |
| 2023 | $1,380,601 | $58,000 | $399,489 | $43,000 | — |
| 2022 | $2,029,678 | $25,667 | $1,234,895 | — | $206,479 |