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

> Board Of Trustees I.U.O.E. Local 14-14b Pension Fund's DB plan: 826 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 Pension Fund

- **Sponsor EIN:** 112392157

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

- **Plan Type:** DB

- **Total Participants:** 826

- **Total Assets:** $328.2M

## 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|826|$328.2M|$0|$0|

| 2023|830|$303.9M|$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|

| SCHULTHEIS & PANETTIERI, LLP|Auditor|$61,125|—|$61,125|

### Verified Provider Profiles

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

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $61,125

- **Estimated Expense Ratio:** 0.019% 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|$1,194,809|$528,291|—|$61,125|—|

| 2023|$1,394,930|$750,338|—|—|$320,528|

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