# Board Of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d Afl-Cio DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-annuity-fund-iuoe-local-15-15a-15c-15d-afl-cio-plan

> Board Of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d Afl-Cio's DC plan: 3,256 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/schultheis-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-annuity-fund-iuoe-local-15-15a-15c-15d-afl-cio-plan)

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