Plan Snapshot
- Plan Sponsor: Board Of Trustees Local 413 Pension Trust Fund
- Sponsor EIN: 136621330
- Sponsor Address: 16 COURT STREET, SUITE 2200, BROOKLYN, NY, 11241
- Plan Type: DB
- Total Participants: 799
- Total Assets: $258,015
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 | 799 | $258,015 | $0 | $0 |
| 2023 | 830 | $265,856 | $0 | $0 |
| 2022 | 866 | $276,846 | $0 | $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 | $22,750 | — | $22,750 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,750
- Estimated Expense Ratio: 8.817% 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 | $198,313 | — | $110,000 | $22,750 | — |
| 2023 | $196,201 | — | $110,000 | $21,000 | — |
| 2022 | $642,377 | — | $110,000 | — | $61,000 |