Plan Snapshot
- Plan Sponsor: Board Of Trustees Bakery Drivers Local 802 Pension Fund
- Sponsor EIN: 516112573
- Sponsor Address: 2070 DEER PARK AVE. 1ST FLOOR, DEER PARK, NY, 117292134
- Plan Type: DB
- Total Participants: 416
- Total Assets: $79.4M
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 | 416 | $79.4M | $6.2M | $0 |
| 2023 | 381 | $76.2M | $5.8M | $0 |
| 2022 | 351 | $72.9M | $5.4M | $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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY, LLC | NONE | $159,288 | — | $159,288 |
| KELLIANNE MCINNIS | EMPLOYEE | $97,969 | — | $97,969 |
| THERESA WALTERS | EMPLOYEE | $66,966 | — | $66,966 |
| O'SULLIVAN ASSOCIATES, INC. | NONE | $51,180 | — | $51,180 |
| CALIBRE CPA GROUP, PLLC | AUDITOR | $34,263 | — | $34,263 |
| CARY KANE, PLLC | LEGAL COUNSEL | $23,810 | — | $23,810 |
| TARTER KRINSKY & DROGIN LLP | NONE | $19,922 | — | $19,922 |
| BUCHBINDER TUNICK & CO LLP | NONE | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY, LLC — NONE
- CALIBRE CPA GROUP, PLLC — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $463,398
- Estimated Expense Ratio: 0.584% 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 | $744,151 | $154,903 | — | $44,263 | — |
| 2023 | $701,932 | $150,936 | — | $31,247 | — |
| 2022 | $776,860 | $165,438 | — | — | $121,867 |