# Board Of Trustees I.U.O.E. Local 14-14b Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-i-u-o-e-local-14-14b-annuity-fund-plan

> Board Of Trustees I.U.O.E. Local 14-14b Annuity Fund's DC plan: 1,110 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 I.U.O.E. Local 14-14b Annuity Fund

- **Sponsor EIN:** 136321935

- **Sponsor Address:** 159-18 NORTHERN BOULEVARD, FLUSHING, NY, 11358

- **Plan Type:** DC

- **Total Participants:** 1,110

- **Total Assets:** $855.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,110|$855.8M|$21.5M|$977,918|

| 2023|1,168|$834.6M|$20.3M|$862,842|

| 2022|1,187|$791.6M|$20.4M|$580,502|

## 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|

| T. GORDON|NONE|$274,021|—|$274,021|

| M. MONTERROSO|NONE|$268,941|—|$268,941|

| R. STREETER|NONE|$264,137|—|$264,137|

| M. DUNN|NONE|$218,673|—|$218,673|

| D. BROWN|NONE|$211,644|—|$211,644|

| SCHULTHEIS & PANETTIERI, LLP|AUDITOR|$200,397|—|$200,397|

| SEGAL MARCO ADVISORS|NONE|$113,500|—|$113,500|

| A. DAVIS|NONE|$83,260|—|$83,260|

| E. RABOT|NONE|$63,471|—|$63,471|

| E. MAGALLANES|NONE|$63,368|—|$63,368|

| L. LUPFER|NONE|$47,065|—|$47,065|

| BRADY, MCGUIRE, & STEINBERG, PC|ATTORNEY|$44,823|—|$44,823|

| THE SEGAL COMPANY|NONE|$30,413|—|$30,413|

| BRIDGEWAY BENEFIT TECHNOLOGIES|NONE|$26,931|—|$26,931|

| SEGAL SELECT INSURANCE SERVICES INC|NONE|—|$14,773|$14,773|

| CYBERSECOP, LLC|NONE|$5,366|—|$5,366|

### Verified Provider Profiles

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

- [T. GORDON](https://planprovider.pro/provider/davis-law-llc) — NONE

- [M. MONTERROSO](https://planprovider.pro/provider/davis-law-llc) — NONE

- [R. STREETER](https://planprovider.pro/provider/davis-law-llc) — NONE

- [M. DUNN](https://planprovider.pro/provider/davis-law-llc) — NONE

- [D. BROWN](https://planprovider.pro/provider/davis-law-llc) — NONE

- [SCHULTHEIS & PANETTIERI, LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — AUDITOR

- [A. DAVIS](https://planprovider.pro/provider/davis-law-llc) — NONE

- [E. RABOT](https://planprovider.pro/provider/davis-law-llc) — NONE

- [E. MAGALLANES](https://planprovider.pro/provider/davis-law-llc) — NONE

- [L. LUPFER](https://planprovider.pro/provider/davis-law-llc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,930,783

- **Estimated Expense Ratio:** 0.226% 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|$769,777|$113,500|—|$59,450|—|

| 2023|$769,898|$73,500|—|$57,980|—|

| 2022|$676,083|$73,500|—|—|$243,790|

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