# Board Of Trustees Employee Pension Benefit Plan Local 640 I.A.T.S.E. DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-employee-pension-benefit-plan-local-640-i-a-t-s-e-plan

> Board Of Trustees Employee Pension Benefit Plan Local 640 I.A.T.S.E.'s DB plan: 0 participants, plan year 2025 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Employee Pension Benefit Plan Local 640 I.A.T.S.E.

- **Sponsor EIN:** 116009100

- **Sponsor Address:** 261 MADISON AVE., 5TH FLOOR, NEW YORK, NY, 100162303

- **Plan Type:** DB

- **Total Participants:** 0

- **Total Assets:** $141,204

## 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.|

| 2025|0|$141,204|$0|$0|

| 2024|0|$124,922|$0|$0|

| 2023|0|$144,807|$0|$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|

| NOVAK FRANCELLA, LLC|Auditor|$13,000|—|$13,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $13,000

- **Estimated Expense Ratio:** 9.207% 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|

| 2025|$87,800|—|$12,150|$13,000|—|

| 2024|$80,588|$3,572|—|$13,000|—|

| 2023|$154,459|$3,756|—|—|$131,102|

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