# Board Of Trustees Local 338 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-338-annuity-fund-plan

> Board Of Trustees Local 338 Annuity Fund's DC plan: 5,275 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 338 Annuity Fund

- **Sponsor EIN:** 271596066

- **Sponsor Address:** 1505 KELLUM PLACE, MINEOLA, NY, 115014811

- **Plan Type:** DC

- **Total Participants:** 5,275

- **Total Assets:** $61.0M

## 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|5,275|$61.0M|$8.3M|$0|

| 2023|6,724|$49.2M|$8.9M|$0|

| 2022|6,065|$38.0M|$6.8M|$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|

| RWDSU/UFCW LOCAL 338|AFFILIATE UNION|$257,104|—|$257,104|

| WRIGHT INVESTORS SERVICE INC|NONE|$122,278|—|$122,278|

| THE SEGAL COMPANY|NONE|$34,479|—|$34,479|

| FRIEDMAN & ANSPACH|NONE|$28,456|—|$28,456|

| REYNOLDS CONSULTING SERVICES LLC|NONE|$10,000|—|$10,000|

| NOVAK FRANCELLA LLC|NONE|$8,500|—|$8,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $460,817

- **Estimated Expense Ratio:** 0.756% 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|$804,946|$99,184|—|$8,500|—|

| 2023|$628,293|$79,007|—|$8,500|—|

| 2022|$488,783|$63,337|—|—|$41,550|

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