Plan Snapshot
- Plan Sponsor: Board Of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d Afl-Cio
- Sponsor EIN: 132899670
- Sponsor Address: 44-40 11TH STREET, LONG ISLAND CITY, NY, 11101
- Plan Type: DC
- Total Participants: 3,256
- Total Assets: $2.1B
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 | 3,256 | $2.1B | $96.2M | $353,618 |
| 2023 | 3,278 | $1.9B | $77.7M | $294,276 |
| 2022 | 3,402 | $1.6B | $79.0M | $293,869 |
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 |
|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI, LLP | AUDITOR | $261,210 | — | $261,210 |
| BRADY MCGUIRE & STEINBERG, P.C. | ATTORNEY | $82,128 | — | $82,128 |
| SAGE ADVISORY SERVICES LTD CO | INVEST MGR | $79,908 | — | $79,908 |
| WELLS FARGO ADVISORS | NONE | $75,000 | — | $75,000 |
| CLARKE & SAMPSON, INC. | INSURANCE BROKER | — | $13,452 | $13,452 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTHEIS & PANETTIERI, LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $511,698
- Estimated Expense Ratio: 0.025% 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 | $1,778,329 | $189,940 | — | $76,145 | — |
| 2023 | $1,617,878 | $162,712 | — | $72,520 | — |
| 2022 | $1,676,361 | $182,491 | — | — | $344,418 |