Plan Snapshot
- Plan Sponsor: Board Of Trustees I.U.O.E. Local 4 Pension Fund
- Sponsor EIN: 046013863
- Sponsor Address: 16 TROTTER DRIVE, MEDWAY, MA, 020532299
- Plan Type: DB
- Total Participants: 3,513
- Total Assets: $1.3B
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 | 3,513 | $1.3B | $74.2M | $0 |
| 2023 | 3,509 | $1.2B | $72.5M | $0 |
| 2022 | 3,485 | $1.0B | $72.3M | $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 | $68,620 | — | $68,620 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTHEIS & PANETTIERI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,620
- Estimated Expense Ratio: 0.005% 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 | $4,270,509 | $2,320,731 | — | $68,620 | — |
| 2023 | $3,934,336 | $2,012,212 | — | $64,125 | — |
| 2022 | $3,545,643 | $1,749,322 | — | — | $438,371 |