# Board Of Trustees, Iuoe Local 295-295b,C Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-iuoe-local-295-295b-c-pension-fund-plan

> Board Of Trustees, Iuoe Local 295-295b,C Pension Fund's DB plan: 339 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, 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](https://planprovider.pro/provider/morgan-stanley) — NONE

- [FITZSIMMONS ABRAMS, LLP](https://planprovider.pro/provider/fitzsimmons-abrams-llp) — NONE

- [WEAVER AND TIDWELL, LLP](https://planprovider.pro/provider/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|

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