# Board Of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-138-138a-138b-138c-iuoe-annuity-fund-plan

> Board Of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund's DC plan: 1,338 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund

- **Sponsor EIN:** 112653717

- **Sponsor Address:** P.O. BOX 206, 137 GAZZA BLVD., FARMINGDALE, NY, 117351415

- **Plan Type:** DC

- **Total Participants:** 1,338

- **Total Assets:** $358.6M

## 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|1,338|$358.6M|$0|$0|

| 2023|1,544|$330.3M|$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|$66,150|—|$66,150|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $66,150

- **Estimated Expense Ratio:** 0.018% 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|$2,942,405|$1,617,831|—|$66,150|—|

| 2023|$2,683,806|$1,420,178|—|—|$227,907|

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