Plan Snapshot
- Plan Sponsor: Board Of Trustees Inland Pension Fund
- Sponsor EIN: 136068885
- Sponsor Address: 587 BERGEN BOULEVARD, RIDGEFIELD, NJ, 076572025
- Plan Type: DB
- Plan Number: 001
- Total Participants: 49
- Total Assets: $20.6M
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 | 49 | $20.6M | $456,235 | $0 |
| 2023 | 47 | $20.7M | $424,887 | $0 |
| 2022 | 42 | $20.0M | $336,062 | $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 |
|---|---|---|---|---|
| PATRICIA DEPASCALE | Other Service Provider | $80,343 | — | $80,343 |
| SLEVIN & HART, PC | ERISA Attorney | $31,895 | — | $31,895 |
| FIRST ACTUARIAL CONSULTING TEAM | Other Service Provider | $31,833 | — | $31,833 |
| MSPC | Auditor | $31,694 | — | $31,694 |
| SEGALL, BRYANT & HAMILL | Other Service Provider | $22,014 | — | $22,014 |
| SELIG MANAGEMENT, INC. | Other Service Provider | $20,843 | — | $20,843 |
| SEGAL ADVISORS | Other Service Provider | $17,547 | — | $17,547 |
| AGINCOURT CAPITAL MANAGEMENT, LLC | Other Service Provider | $13,756 | — | $13,756 |
| ANTHONY SIDOTI | Custodian / Trustee | $12,000 | — | $12,000 |
| GERALD WESBECKER | Custodian / Trustee | $12,000 | — | $12,000 |
| WILLIAM DISTELCAMP | Custodian / Trustee | $11,000 | — | $11,000 |
| AMALGAMATED BANK | Other Service Provider | $5,604 | — | $5,604 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLEVIN & HART, PC — ERISA Attorney
- MSPC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $290,529
- Estimated Expense Ratio: 1.410% 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 | $464,055 | $53,316 | — | $18,100 | — |
| 2023 | $418,977 | $51,095 | — | $13,725 | — |
| 2022 | $454,578 | $51,918 | — | — | $130,668 |