# Board Of Trustees, Iuoe Local 295 & 295c Employees Annuity DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-iuoe-local-295-295c-employees-annuity-plan-plan

> Board Of Trustees, Iuoe Local 295 & 295c Employees Annuity's DC plan: 124 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 & 295c Employees Annuity

- **Sponsor EIN:** 261420360

- **Sponsor Address:** 61-04 MAURICE AVENUE, MASPETH, NY, 113689997

- **Plan Type:** DC

- **Total Participants:** 124

- **Total Assets:** $4.0M

## 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|124|$4.0M|$564,750|$0|

| 2023|83|$3.2M|$482,627|$0|

| 2022|81|$2.4M|$475,756|$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|

| JOHN HANCOCK RETIREMENT PLAN SVCS|TPA|$20,312|—|$20,312|

| FITZSIMMONS ABRAMS, LLP|NONE|$10,000|—|$10,000|

| WEAVER & TIDWELL, LLP|NONE|$9,450|—|$9,450|

| MORGAN STANLEY WEALTH MANAGEMENT|NONE|$8,394|—|$8,394|

| CITRIN COOPERMAN & COMPANY LLP|NONE|$6,615|—|$6,615|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK RETIREMENT PLAN SVCS](https://planprovider.pro/provider/john-hancock) — TPA

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

- [WEAVER & TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — NONE

- [MORGAN STANLEY WEALTH MANAGEMENT](https://planprovider.pro/provider/morgan-stanley) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $54,771

- **Estimated Expense Ratio:** 1.373% 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|$145,116|$75,795|—|$19,450|—|

| 2023|$45,609|$14,788|—|$1,811|—|

| 2022|$57,110|$9,780|—|—|$29,241|

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