Plan Snapshot
- Plan Sponsor: Board Of Trustees Local 154 Pension Fund
- Sponsor EIN: 111982624
- Sponsor Address: 370 VANDERBILT MOTOR PARKWAY, SUITE, HAUPPAUGE, NY, 117885181
- Plan Type: DB
- Total Participants: 173
- Total Assets: $32.3M
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 | 173 | $32.3M | $1.2M | $0 |
| 2023 | 166 | $29.1M | $1.2M | $0 |
| 2022 | 159 | $26.9M | $1.0M | $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 | $33,418 | — | $33,418 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,418
- Estimated Expense Ratio: 0.104% 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 | $282,394 | $15,004 | $14,432 | $33,418 | — |
| 2023 | $284,526 | $12,508 | $18,851 | $37,394 | — |
| 2022 | $264,009 | $84,189 | $15,080 | — | $131,235 |