# Board Of Trustees Local 456 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-456-annuity-fund-plan

> Board Of Trustees Local 456 Annuity Fund's DC plan: 1,046 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 456 Annuity Fund

- **Sponsor EIN:** 136889226

- **Sponsor Address:** 160 SOUTH CENTRAL AVENUE, ELMSFORD, NY, 105233509

- **Plan Type:** DC

- **Total Participants:** 1,046

- **Total Assets:** $254.4M

## 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|1,046|$254.4M|$12.4M|$0|

| 2023|1,635|$232.9M|$12.9M|$0|

| 2022|1,619|$212.3M|$12.5M|$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|

| MERRILL LYNCH|INVESTMENT CONSULTANT|$246,300|—|$246,300|

| CLEARBRIDGE INVESTMENTS, LLC|INVESTMENT MANAGER|$208,496|—|$208,496|

| LORD ABBETT & CO. LLC|INVESTMENT MANAGER|$177,795|—|$177,795|

| GLOBAL TRUST COMPANY|INVESTMENT MANAGER|$140,347|—|$140,347|

| BLACKROCK C/O THE CHRYS GROUP AT ML|INVESTMENT MANAGER|$113,421|—|$113,421|

| BLITMAN & KING LLP|LEGAL|$88,273|—|$88,273|

| JP MORGAN|INVESTMENT MANAGER|$64,443|—|$64,443|

| M&T BANK INST'L RETIREMENT SERVICES|INVESTMENT CUSTODIAN|$61,923|—|$61,923|

| BRENDA GALEA-RITCH|PLAN ADMINISTRATOR|$35,808|—|$35,808|

| CITRIN COOPERMAN & COMPANY, LLP|ACCOUNTANT|$35,532|—|$35,532|

| COHEN & STEERS|INVESTMENT MANAGER|$20,731|—|$20,731|

| TPA CORPORATION|COMPUTER CONSULTANT|$20,019|—|$20,019|

| CITRIN COOPERMAN ADVISORS LLC|ACCOUNTANT|$18,805|—|$18,805|

| HESS TECHNOLOGY CONSULTING, INC.|COMPUTER CONSULTANT|$7,834|—|$7,834|

### Verified Provider Profiles

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

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — INVESTMENT CONSULTANT

- [M&T BANK INST'L RETIREMENT SERVICES](https://planprovider.pro/provider/trustage) — INVESTMENT CUSTODIAN

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,239,727

- **Estimated Expense Ratio:** 0.487% 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|$1,519,176|$831,186|—|$37,310|—|

| 2023|$1,421,922|$816,719|—|$37,060|—|

| 2022|$1,194,607|$722,664|—|—|$157,617|

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