Plan Snapshot
- Plan Sponsor: Board Of Trustees For The Ibew Local 1799 Pension
- Sponsor EIN: 146065199
- Sponsor Address: 233 BALLSTON AVENUE, SARATOGA SPRINGS, NY, 128664724
- Plan Type: DB
- Total Participants: 0
- Total Assets: $3.6M
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 | 0 | $3.6M | $49,637 | $0 |
| 2023 | 52 | $2.9M | $103,906 | $0 |
| 2022 | 53 | $2.7M | $103,696 | $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 | Recordkeeper | $31,027 | — | $31,027 |
| UHY ADVISORS | Other Service Provider | $25,200 | — | $25,200 |
| BOLTON PARTNERS NORTHEAST INC. | Other Service Provider | $21,940 | — | $21,940 |
| HOLM & O'HARA LLP | Other Service Provider | $13,103 | — | $13,103 |
| NOVAK FRANCELLA LLC | Auditor | $9,000 | — | $9,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — Recordkeeper
- NOVAK FRANCELLA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,270
- Estimated Expense Ratio: 2.801% 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 | $111,919 | — | $25,200 | $9,000 | — |
| 2023 | $104,701 | $29,193 | $25,215 | $9,000 | — |
| 2022 | $97,257 | $33,354 | $15,600 | — | $37,240 |