# Board Of Trustee Of Teamsters Bakery Drivers And Industry Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustee-of-teamsters-bakery-drivers-and-industry-pension-fund-plan

> Board Of Trustee Of Teamsters Bakery Drivers And Industry Pension Fund's DB plan: 369 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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