Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Local 1931 Pension Fund
- Sponsor EIN: 116169861
- Sponsor Address: 201 WEST VALLEY STREAM BLVD, VALLEY STREAM, NY, 115805200
- Plan Type: DB
- Total Participants: 173
- Total Assets: $29.4M
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 | 173 | $29.4M | $548,425 | $0 |
| 2023 | 207 | $27.1M | $543,448 | $0 |
| 2022 | 207 | $25.0M | $567,911 | $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 |
|---|---|---|---|---|
| EASTERN STATES JOINT BOARD | Other Service Provider | $116,842 | — | $116,842 |
| MCCARTHY AND PREECE | Other Service Provider | $36,000 | — | $36,000 |
| INTERCONTINENTAL REAL ESTATE CORP | Other Service Provider | $26,162 | — | $26,162 |
| QUAN-VEST CONSULTANTS INC | Other Service Provider | $25,992 | — | $25,992 |
| WEAVER & TIDWELL LLP | Auditor | $25,563 | — | $25,563 |
| ADP, INC. | Other Service Provider | $23,131 | — | $23,131 |
| DICKINSON GROUP LLC | Other Service Provider | $20,750 | — | $20,750 |
| ATALANTA SOSNOFF CAPITAL, LLC | Other Service Provider | $19,891 | — | $19,891 |
| EMPOWER ANNUITY INS CO OF AMERICA | Other Service Provider | $12,894 | — | $12,894 |
| AMALGAMATED BANK | Other Service Provider | $9,261 | — | $9,261 |
| LAWRENCE FISHER PC | Other Service Provider | $6,500 | — | $6,500 |
| PRUDENTIAL TRUST CO | Other Service Provider | $5,819 | — | $5,819 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER & TIDWELL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $328,805
- Estimated Expense Ratio: 1.116% 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 | $454,162 | $96,914 | — | $25,563 | — |
| 2023 | $569,811 | $99,214 | — | $43,500 | — |
| 2022 | $533,722 | $79,609 | — | — | $90,600 |