# Board Of Trustees Local 154 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-154-annuity-fund-plan

> Board Of Trustees Local 154 Annuity Fund's DC plan: 176 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 154 Annuity Fund

- **Sponsor EIN:** 112644048

- **Sponsor Address:** 370 VANDERBILT MOTOR PKWY, SUITE 1, HAUPPAUGE, NY, 117885181

- **Plan Type:** DC

- **Total Participants:** 176

- **Total Assets:** $36.7M

## 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|176|$36.7M|$2.5M|$0|

| 2023|181|$31.8M|$2.4M|$0|

| 2022|183|$27.2M|$2.0M|$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|$21,880|—|$21,880|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $21,880

- **Estimated Expense Ratio:** 0.060% 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|$200,366|$25,201|$40,704|$21,880|—|

| 2023|$181,868|$23,156|$39,197|$20,985|—|

| 2022|$191,598|$90,985|$38,083|—|$42,852|

## Similar Plans

- [Board Of Trustees Local 154 Pension Fund](https://planprovider.pro/companies/board-of-trustees-local-154-pension-fund-plan) — 173 participants

- [Roofers Local 195 Annuity Fund](https://planprovider.pro/companies/roofers-local-195-annuity-fund-plan) — 191 participants

- [Roofers Local No. 241 Pension Fund](https://planprovider.pro/companies/roofers-local-no-241-pension-fund-plan) — 196 participants

- [Yonkers Contracting Company, INC.](https://planprovider.pro/companies/yonkers-contracting-company-inc-plan-001) — 155 participants

- [Board Of Trustees Ironworkers Local No. 6 Retirement Plan](https://planprovider.pro/companies/board-of-trustees-ironworkers-local-no-6-retirement-plan-plan) — 209 participants

- [Evans Roofing Company, INC.](https://planprovider.pro/companies/evans-roofing-company-inc-plan) — 122 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-local-154-annuity-fund-plan)

© 2026 PlanProvider.Pro