Plan Snapshot
- Plan Sponsor: Bd Of Trustees Local 210'S Pension Plan C/O Savasta And Company
- Sponsor EIN: 132562528
- Sponsor Address: 655 THIRD AVE, NEW YORK, NY, 100175621
- Plan Type: DB
- Total Participants: 477
- Total Assets: $67.6M
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. |
|---|---|---|---|---|
| 2024 | 477 | $67.6M | $1.5M | $0 |
| 2023 | 516 | $69.2M | $2.3M | $0 |
| 2022 | 559 | $20.8M | $1.7M | $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 |
|---|---|---|---|---|
| SAVASTA AND COMPANY INC | Recordkeeper | $426,200 | — | $426,200 |
| INVESCO ADVISERS | Other Service Provider | $48,912 | — | $48,912 |
| O'SULLIVAN ASSOCIATES INC | Other Service Provider | $47,275 | — | $47,275 |
| SAMUEL GOLDSTEIN & CO., P.C. | Auditor | $40,176 | — | $40,176 |
| WEAVER AND TIDWELL, L.L.P. | Auditor | $35,860 | — | $35,860 |
| INVESTMENT CONSULTING SERVICES LLC | Other Service Provider | $21,500 | — | $21,500 |
| M & T INVESTMENT GROUP | Custodian / Trustee | $7,396 | — | $7,396 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAMUEL GOLDSTEIN & CO., P.C. — Auditor
- WEAVER AND TIDWELL, L.L.P. — Auditor
- M & T INVESTMENT GROUP — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $627,319
- Estimated Expense Ratio: 0.927% 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 | $840,552 | $84,822 | $426,200 | $40,176 | — |
| 2023 | $766,013 | $36,583 | $416,400 | $40,065 | — |
| 2022 | $835,120 | $41,061 | $416,400 | — | $193,428 |