# Board Of Trustees Bakery Drivers Local 802 Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-bakery-drivers-local-802-pension-fund-plan

> Board Of Trustees Bakery Drivers Local 802 Pension Fund's DB plan: 416 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — NONE

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/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|

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