# Board Of Trustees Local 475 Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-475-pension-plan-plan

> Board Of Trustees Local 475 Pension Plan's DB plan: 314 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 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](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:** $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|

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