Plan Snapshot
- Plan Sponsor: Board Of Trustee Of Teamsters Bakery Drivers And Industry Pension Fund
- Sponsor EIN: 814551030
- Sponsor Address: 99 TULIP AVENUE - SUITE 402, FLORAL PARK, NY, 110013006
- Plan Type: DB
- Total Participants: 369
- Total Assets: $72.5M
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 | 369 | $72.5M | $11.5M | $0 |
| 2023 | 290 | $64.5M | $10.7M | $0 |
| 2022 | 272 | $52.7M | $10.4M | $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 |
|---|---|---|---|---|
| CAMILLE LUISI | PERF. SVCS FOR REL PLAN | $80,388 | — | $80,388 |
| THE SEGAL COMPANY | PERF. SVCS FOR REL PLAN | $45,000 | — | $45,000 |
| WEAVER AND TIDWELL LLP | SERV. REL. PLAN | $42,826 | — | $42,826 |
| SPIVAK LIPTON,LLP | SERV. REL. PLAN | $41,940 | — | $41,940 |
| WILMINGTON TRUST | PERF. SVCS FOR REL PLAN | $34,368 | — | $34,368 |
| LISA CAMPAGNA | PERF. SVCS FOR REL PLAN | $30,839 | — | $30,839 |
| MARINER INSTITUTIONAL CONSULTING | NONE | $30,000 | — | $30,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL LLP — SERV. REL. PLAN
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $305,361
- Estimated Expense Ratio: 0.421% 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 | $494,354 | $64,368 | — | $42,826 | — |
| 2023 | $505,646 | $87,620 | — | $42,800 | — |
| 2022 | $468,841 | $84,613 | — | — | $123,821 |