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 |
|---|---|---|---|---|
| JPMORGAN CHASE BANK NATIONAL ASSOCI | Recordkeeper | $629,232 | — | $629,232 |
| BOSTON PARTNERS GLOBAL INVESTORS, I | Other Service Provider | $539,626 | — | $539,626 |
| LOOMIS SAYLES & COMPANY | Other Service Provider | $366,033 | — | $366,033 |
| STATE STREET BANK & TRUST CO. | Other Service Provider | $274,477 | — | $274,477 |
| CBRE CLARION SECURITIES LLC | Other Service Provider | $187,857 | — | $187,857 |
| SEGAL MARCO ADVISORS | Other Service Provider | $135,000 | — | $135,000 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $118,659 | — | $118,659 |
| MELLON INVESTMENTS CORPORATION | Other Service Provider | $112,672 | — | $112,672 |
| VITECH SYSTEMS SUB LLC | Other Service Provider | $112,136 | — | $112,136 |
| CBIZ BENEFITS & INSURANCE SERVICES | Other Service Provider | $104,475 | — | $104,475 |
| GREGORY A GEIMAN | Other Service Provider | $84,174 | — | $84,174 |
| SCHULTHEIS & PANETTIERI LLP | Auditor | $68,620 | — | $68,620 |
| THE LAW OFFICE OF KATHRYN S SHEA | ERISA Attorney | $50,247 | — | $50,247 |
| REBECCA ZACCARDI | Other Service Provider | $49,029 | — | $49,029 |
| DONALD R CHRISTY | Other Service Provider | $38,976 | — | $38,976 |
| LAURA JEAN HICKEY | Other Service Provider | $38,367 | — | $38,367 |
| JAMES M BURNS | Other Service Provider | $33,061 | — | $33,061 |
| WENDY A BATCHELDER | Other Service Provider | $28,932 | — | $28,932 |
| O'DONOGHUE & O'DONOGHUE LLP | ERISA Attorney | $28,884 | — | $28,884 |
| VSG HOSTING INC | Other Service Provider | $28,308 | — | $28,308 |
| DEREK OETINGER | Other Service Provider | $28,180 | — | $28,180 |
| SEGAL SELECT INSURANCE SERVICES INC | Other Service Provider | — | $19,473 | $19,473 |
| 617 MEDIA GROUP | Other Service Provider | $18,055 | — | $18,055 |
| CTS SERVICES INC. | Other Service Provider | $13,805 | — | $13,805 |
| KROLL ASSOCIATES | ERISA Attorney | $11,883 | — | $11,883 |
| IRON MOUNTAIN | Other Service Provider | $8,889 | — | $8,889 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMORGAN CHASE BANK NATIONAL ASSOCI — Recordkeeper
- SCHULTHEIS & PANETTIERI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,129,050
- Estimated Expense Ratio: 0.236% 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 |