Plan Snapshot
- Plan Sponsor: Board Of Trustees Local 475 Pension Plan
- Sponsor EIN: 132571151
- Sponsor Address: 629 FIFTH AVENUE, PELHAM, NY, 10803
- Plan Type: DB
- Total Participants: 314
- Total Assets: $88.2M
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 | 314 | $88.2M | $1.2M | $0 |
| 2023 | 333 | $83.0M | $1.1M | $0 |
| 2022 | 305 | $78.3M | $950,716 | $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 |
|---|---|---|---|---|
| CERES PARTNERS LLC | INVESTMENT CUSTODIAN-MGR | $168,130 | — | $168,130 |
| CARRET ASSET MANAGEMENT | INVESTMENT MANAGER | $91,670 | — | $91,670 |
| PETER VAUPEL | FUND ADMINISTRATOR | $70,597 | — | $70,597 |
| BASIL CASTROVINCI ASSOCIATES, INC | ACTUARY | $55,782 | — | $55,782 |
| RREEF AMERICA REIT II, INC. | INVESTMENT CUSTODIAN | $51,728 | — | $51,728 |
| DAHAB ASSOCIATES, INC. | INVESTMENT ADVISORY | $50,567 | — | $50,567 |
| LYNDA SCHULOK | EMPLOYEE | $36,085 | — | $36,085 |
| CITRIN COOPERMAN & COMPANY, LLP | ACCOUNTANT | $32,813 | — | $32,813 |
| BARNES, IACCARINO & SHEPHERD LLP | LEGAL SERVICES | $31,200 | — | $31,200 |
| WILMINGTON TRUST | INVESTMENT CUSTODIAN | $28,134 | — | $28,134 |
| DONNA COLANTUONO | EMPLOYEE | $27,404 | — | $27,404 |
| JOHNSON INSTITUTIONAL MANAGEMENT | INVESTMENT MANAGER | $22,322 | — | $22,322 |
| UBS FARMLAND INVESTORS LLC | INVESTMENT CUSTODIAN-MGR | $13,826 | — | $13,826 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILMINGTON TRUST — INVESTMENT CUSTODIAN
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $680,258
- Estimated Expense Ratio: 0.772% 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 | $888,959 | $158,453 | — | $32,813 | — |
| 2023 | $983,015 | $182,145 | — | $31,500 | — |
| 2022 | $1,070,222 | $547,743 | — | — | $116,613 |