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 |
|---|---|---|---|---|
| STACEY BRAUN ASSOCIATES, INC. | INVESTMENT MANAGER | $125,111 | — | $125,111 |
| LAZARD ASSET MANAGEMENT, LLC | INVESTMENT MANAGER | $106,452 | — | $106,452 |
| BOSTON PARTNERS GLOBAL INVEST, INC. | INVESTMENT MANAGER | $102,465 | — | $102,465 |
| MARSHALL & MOSS ADMIN SERVICES | ADMINISTRATIVE SERVICES | $75,031 | — | $75,031 |
| INTERCONTINENTAL REAL ESTATE | INVESTMENT CUSTODIAN-MGR | $53,503 | — | $53,503 |
| THE SEGAL COMPANY, INC. | ACTUARY | $50,440 | — | $50,440 |
| MERRILL LYNCH | INVESTMENT ADVISOR | $40,000 | — | $40,000 |
| IRINA HONCZARENKO | EMPLOYEE | $35,114 | — | $35,114 |
| BARNES, IACCARINO & SHEPHERD LLP | LEGAL | $33,000 | — | $33,000 |
| BANK OF AMERICA | INVESTMENT CUSTODIAN | $31,082 | — | $31,082 |
| CITRIN COOPERMAN & COMPANY, LLP | ACCOUNTANT | $27,600 | — | $27,600 |
| JOANNE PANTELEO | EMPLOYEE | $26,251 | — | $26,251 |
| ANGELA VASSALO | EMPLOYEE | $25,939 | — | $25,939 |
| MARSHALL & MOSS PAYROLL COMPLIANCE | PAYROLL AUDIT | $11,049 | — | $11,049 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $743,037
- Estimated Expense Ratio: 0.716% 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 |