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

> Bd Of Trustees Iuoe Local 30 Pension Fund's DB plan: 2,514 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 Pension Fund

- **Sponsor EIN:** 516045848

- **Sponsor Address:** 16-16 WHITESTONE EXPRESSWAY, WHITESTONE, NY, 113573055

- **Plan Type:** DB

- **Total Participants:** 2,514

- **Total Assets:** $367.2M

## 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|2,514|$367.2M|$22.8M|$0|

| 2023|2,396|$331.1M|$20.6M|$0|

| 2022|2,205|$302.9M|$18.3M|$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|

| LORD ABBETT & CO.|NONE|$177,084|—|$177,084|

| COMERICA BANK & TRUST, NA|NONE|$144,405|—|$144,405|

| GRAHAM CAPITAL MANAGEMENT LP|NONE|—|$142,394|$142,394|

| THE SEGAL COMPANY|NONE|$132,320|—|$132,320|

| WHITESTAR ADVISORS LLC|NONE|$117,190|—|$117,190|

| COLLEEN BRINDISI|EMPLOYEE|$98,357|—|$98,357|

| FRANK D. GREENBERG|EMPLOYEE|$87,440|—|$87,440|

| GROSVENOR CAPITAL MANAGEMENT LP|NONE|—|$80,000|$80,000|

| WELLINGTON TRUST COMPANY NA|NONE|$62,563|—|$62,563|

| MARSHALL & MOSS PAYROLL COMPLIANCE|NONE|$62,057|—|$62,057|

| SEGAL ADVISORS INC|NONE|$58,000|—|$58,000|

| BARNES,IACCARINO & SHEPHERD,LLP|ATTORNEY|$52,250|—|$52,250|

| NOVAK FRANCELLA LLC|NONE|$50,000|—|$50,000|

| STARFIRE PRINTING|NONE|$37,657|—|$37,657|

| GAIL DISALVO|EMPLOYEE|$29,749|—|$29,749|

| COMPREHENSIVE HEALTHCARE SYSTEMS IN|NONE|$23,550|—|$23,550|

| MARSHALL & MOSS, LLP|NONE|$12,770|—|$12,770|

| DYNAMIX GROUP, INC.|NONE|$6,258|—|$6,258|

### Verified Provider Profiles

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

- [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:** $1,374,044

- **Estimated Expense Ratio:** 0.374% 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|$1,853,851|$846,784|—|$50,000|—|

| 2023|$1,821,547|$893,097|—|$49,000|—|

| 2022|$1,845,714|$979,286|—|—|$287,035|

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