# Board Of Trustees Local 1298 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-1298-annuity-fund-plan

> Board Of Trustees Local 1298 Annuity Fund's DC plan: 1,479 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 Local 1298 Annuity Fund

- **Sponsor EIN:** 112911064

- **Sponsor Address:** 681 FULTON AVENUE, HEMPSTEAD, NY, 115504556

- **Plan Type:** DC

- **Total Participants:** 1,479

- **Total Assets:** $269.2M

## 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|1,479|$269.2M|$0|$0|

| 2023|1,482|$250.4M|$0|$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|

| CITRIN COOPERMAN & COMPANY LLP|Auditor|$33,960|—|$33,960|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $33,960

- **Estimated Expense Ratio:** 0.013% 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|$2,007,406|$321,896|—|$33,960|—|

| 2023|$1,952,901|$1,539,322|—|—|$96,547|

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