Plan Snapshot
- Plan Sponsor: Board Of Trustees, Iuoe Local 295-295b,C Pension Fund
- Sponsor EIN: 116042885
- Sponsor Address: 61-04 MAURICE AVENUE, MASPETH, NY, 113781228
- Plan Type: DB
- Total Participants: 339
- Total Assets: $77.4M
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 | 339 | $77.4M | $3.0M | $0 |
| 2023 | 362 | $71.8M | $5.6M | $0 |
| 2022 | 330 | $63.9M | $5.3M | $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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | NONE | $179,956 | — | $179,956 |
| FIRST ACTUARIAL CONSULTING, INC | NONE | $61,250 | — | $61,250 |
| FITZSIMMONS ABRAMS, LLP | NONE | $33,000 | — | $33,000 |
| WEAVER AND TIDWELL, LLP | NONE | $30,000 | — | $30,000 |
| CITRIN COOPERMAN & COMPANY LLP | NONE | $25,270 | — | $25,270 |
| MICHAEL J. COMERFORD, P.C. | NONE | $16,000 | — | $16,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — NONE
- FITZSIMMONS ABRAMS, LLP — NONE
- WEAVER AND TIDWELL, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $345,476
- Estimated Expense Ratio: 0.447% 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 | $1,196,814 | $211,865 | — | $63,000 | — |
| 2023 | $1,057,732 | $217,608 | — | $33,350 | — |
| 2022 | $1,059,137 | $227,778 | — | — | $162,075 |