Plan Snapshot
- Plan Sponsor: Board Of Trustees Laborers Local 235 Pension Fund
- Sponsor EIN: 136186984
- Sponsor Address: 41 KNOLLWOOD ROAD, ELMSFORD, NY, 105232143
- Plan Type: DB
- Total Participants: 522
- Total Assets: $103.8M
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 | 522 | $103.8M | $4.9M | $0 |
| 2023 | 377 | $96.8M | $5.0M | $0 |
| 2022 | 306 | $88.5M | $4.0M | $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 | $27,600 | — | $27,600 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,600
- Estimated Expense Ratio: 0.027% 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 | $1,179,285 | $501,648 | $34,668 | $27,600 | — |
| 2023 | $1,070,722 | $413,030 | $34,668 | $27,600 | — |
| 2022 | $995,567 | $472,685 | $39,888 | — | $108,943 |