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
- Plan Number: 001
- Total Participants: 5,154
- Total Assets: $613.6M
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 | 5,154 | $613.6M | $0 | $0 |
| 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 | Other Service Provider | $1,559,385 | — | $1,559,385 |
| DARREN TURTON | Other Service Provider | $144,417 | — | $144,417 |
| MARSHALL & MOSS PAYROLL COMPLIANCE | Other Service Provider | $97,896 | — | $97,896 |
| COURTNEY MUNCH | Other Service Provider | $55,634 | — | $55,634 |
| COLLEEN BRINDISI | Other Service Provider | $55,292 | — | $55,292 |
| DONNA OWENS | Other Service Provider | $49,249 | — | $49,249 |
| NOVAK FRANCELLA LLC | Other Service Provider | $44,000 | — | $44,000 |
| GAIL DISALVO | Other Service Provider | $35,666 | — | $35,666 |
| MARIE SCATURRO | Other Service Provider | $34,385 | — | $34,385 |
| SEGAL ADVISORS INC | Other Service Provider | $29,375 | — | $29,375 |
| THE SEGAL COMPANY | Other Service Provider | $25,413 | — | $25,413 |
| BARNES,IACCARINO,& SHEPHERD LLC | Other Service Provider | $25,000 | — | $25,000 |
| MARSHALL & MOSS,LLC | Other Service Provider | $14,740 | — | $14,740 |
| COMPREHENSIVE HEALTHCARE SYSTEMS IN | Other Service Provider | $12,309 | — | $12,309 |
| STARFIRE PRINTING | Other Service Provider | $8,833 | — | $8,833 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,191,594
- Estimated Expense Ratio: 0.357% 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 | $34,346,070 | $29,375 | $1,559,385 | $44,000 | — |
| 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 |