# Board Of Trustees Local 351 Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-351-pension-fund-plan

> Board Of Trustees Local 351 Pension Fund's DB plan: 1,581 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 351 Pension Fund

- **Sponsor EIN:** 223417366

- **Sponsor Address:** 830 BEAR TAVERN ROAD, WEST TRENTON, NJ, 08628

- **Plan Type:** DB

- **Total Participants:** 1,581

- **Total Assets:** $542.2M

## 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|1,581|$542.2M|$23.5M|$0|

| 2023|1,949|$503.3M|$23.6M|$0|

| 2022|2,003|$450.3M|$22.3M|$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|

| PATRIOT FINANCIAL PARTNERS, L.P.|NONE|$850,484|—|$850,484|

| EAGLE CAPITAL MANAGEMENT|NONE|$791,978|—|$791,978|

| GCM GROSVENOR|NONE|$585,775|—|$585,775|

| POLEN CAPITAL|NONE|$471,135|—|$471,135|

| QUANTUM CAPITAL MANAGEMENT|NONE|$431,564|—|$431,564|

| I.E. SHAFFER & CO|NONE|$332,277|—|$332,277|

| INTERCONTINENTAL REAL ESTATE CORP|NONE|$300,000|—|$300,000|

| CONSTITUTION CAPITAL PARTNERS, LLC|NONE|$227,632|—|$227,632|

| ASB REAL ESTATE INVESTMENT|NONE|$157,003|—|$157,003|

| GARCIA HAMILTON|NONE|$128,395|—|$128,395|

| JP MORGAN|NONE|$73,818|—|$73,818|

| DAHAB AND ASSOC.|NONE|$68,000|—|$68,000|

| GERSON & ASSOC CPAS AND ADVISORS PC|NONE|$58,500|—|$58,500|

| EMPOWER ANNUITY INSURANCE CO|NONE|$52,100|—|$52,100|

| OBRIEN BELLAND & BUSHINSKY|NONE|$43,481|—|$43,481|

| SUMMIT ACTUARIAL SERVICES|NONE|$30,100|—|$30,100|

| MSPC CERTIFIED PUBLIC ACCOUNTANTS|NONE|$25,730|—|$25,730|

| CONSTITUTION CAPITAL FUND ADMIN|Other Service Provider|—|$17,983|$17,983|

### Verified Provider Profiles

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

- [EAGLE CAPITAL MANAGEMENT](https://planprovider.pro/provider/eagle-capital-management-llc) — NONE

- [MSPC CERTIFIED PUBLIC ACCOUNTANTS](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $4,645,955

- **Estimated Expense Ratio:** 0.857% 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|$4,809,529|$4,158,436|$332,277|$84,230|—|

| 2023|$4,443,073|$3,754,289|$321,825|$80,037|—|

| 2022|$4,599,402|$3,930,937|$299,174|—|$216,058|

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