# Board Of Trustees Local 456 Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-456-pension-fund-plan

> Board Of Trustees Local 456 Pension Fund's DB plan: 868 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 Pension Fund

- **Sponsor EIN:** 136123973

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

- **Plan Type:** DB

- **Total Participants:** 868

- **Total Assets:** $265.9M

## 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|868|$265.9M|$8.2M|$0|

| 2023|914|$241.3M|$8.8M|$0|

| 2022|983|$219.4M|$9.1M|$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|$250,250|—|$250,250|

| CLEARBRIDGE INVESTMENTS, LLC|INVESTMENT MANAGER|$206,250|—|$206,250|

| LORD ABBETT & CO. LLC|INVESTMENT MANAGER|$158,140|—|$158,140|

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

| BLITMAN & KING LLP|LEGAL|$134,025|—|$134,025|

| BLACKROCK C/O THE CHRYS GROUP AT ML|INVESTMENT MANAGER|$109,507|—|$109,507|

| JP MORGAN|INVESTMENT MANAGER|$89,871|—|$89,871|

| BOLTON PARTNERS NORTHEAST, INC.|ACTUARY|$81,100|—|$81,100|

| VINCENT FEDELE|EMPLOYEE|$76,969|—|$76,969|

| M&T BANK INST'L RETIREMENT SERVICES|INVESTMENT CUSTODIAN|$62,904|—|$62,904|

| CITRIN COOPERMAN & COMPANY, LLP|ACCOUNTANT|$45,790|—|$45,790|

| BRENDA GALEA-RITCH|PLAN ADMINISTRATOR|$36,498|—|$36,498|

| VERONICA CLEANING CORP.|OTHER SERVICES|$33,221|—|$33,221|

| COHEN & STEERS|INVESTMENT MANAGER|$32,178|—|$32,178|

| CITRIN COOPERMAN ADVISORS LLC|ACCOUNTANT|$28,436|—|$28,436|

| TPA CORPORATION|COMPUTER CONSULTANT|$20,405|—|$20,405|

| LORD ABBETT C/O THE CHRYS GROUP|INVESTMENT MANAGER|$19,509|—|$19,509|

| HESS TECHNOLOGY CONSULTING, INC.|COMPUTER CONSULTANT|$7,985|—|$7,985|

| FRANCIS COLASUONNO|OTHER SERVICES|$7,700|—|$7,700|

### 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:** $1,541,085

- **Estimated Expense Ratio:** 0.580% 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|$2,717,906|$865,705|—|$56,871|—|

| 2023|$2,120,263|$767,136|—|$56,416|—|

| 2022|$1,968,606|$713,577|—|—|$322,887|

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