# Bd Of Trustees Iuoe Local 30 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/bd-of-trustees-iuoe-local-30-annuity-fund-plan

> Bd Of Trustees Iuoe Local 30 Annuity Fund's DC plan: 4,267 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|NONE|$1,414,332|—|$1,414,332|

| DARREN TURTON|EMPLOYEE|$136,363|—|$136,363|

| COLLEEN BRINDISI|EMPLOYEE|$111,318|—|$111,318|

| MARSHALL & MOSS PAYROLL COMPLIANCE|NONE|$96,188|—|$96,188|

| COURTNEY BUTLER|EMPLOYEE|$45,964|—|$45,964|

| NOVAK FRANCELLA LLC|NONE|$45,000|—|$45,000|

| GAIL DISALVO|EMPLOYEE|$35,327|—|$35,327|

| FRANK GREENBERG|EMPLOYEE|$31,204|—|$31,204|

| SEGAL ADVISORS INC|NONE|$29,167|—|$29,167|

| BARNES,IACCARINO,& SHEPHERD LLC|NONE|$25,000|—|$25,000|

| THE SEGAL COMPANY|NONE|$19,375|—|$19,375|

| MARSHALL & MOSS,LLC|NONE|$13,246|—|$13,246|

| COMPREHENSIVE HEALTHCARE SYSTEMS IN|NONE|$11,408|—|$11,408|

| DYNAMIX GROUP, INC.|NONE|$10,398|—|$10,398|

| NORTHEASTERN OPERATING ENGNRS FCU|RELATED ORGANIZATION|$8,061|—|$8,061|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENT INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — NONE

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — NONE

## 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|

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