# Board Of Trustees Local 580 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-580-annuity-fund-plan-001

> Board Of Trustees Local 580 Annuity Fund's DC plan: 2,391 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 580 Annuity Fund

- **Sponsor EIN:** 136178512

- **Sponsor Address:** 501 WEST 42ND STREET, NEW YORK, NY, 10036

- **Plan Type:** DC

- **Total Participants:** 2,391

- **Total Assets:** $662.7M

## 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|2,391|$662.7M|$36.6M|$0|

| 2023|3,126|$703.3M|$36.5M|$0|

| 2022|3,222|$710.0M|$39.4M|$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|

| INSIGHT NORTH AMERICA LLC|NONE|$148,391|—|$148,391|

| F/M INVESTMENTS LLC|NONE|$130,811|—|$130,811|

| JOHN HANCOCK RETIREMENT PLAN SERVIC|NONE|$88,982|—|$88,982|

| JOINT MANAGED SERVICES ASSOCIATES|NONE|$85,782|—|$85,782|

| COLLERAN O'HARA & MILLS LLP|NONE|$70,457|—|$70,457|

| BRIDGEWAY BENEFIT TECHNOLOGIES LLC|NONE|$68,189|—|$68,189|

| MORGAN STANLEY|NONE|$63,249|—|$63,249|

| AMALGAMATED BANK|NONE|$58,997|—|$58,997|

| SCHULTHEIS & PANETTIERI LLP|NONE|$57,650|—|$57,650|

| THE SEGAL COMPANY|NONE|$46,474|—|$46,474|

| STEVEN N DAVI PC|NONE|$35,042|—|$35,042|

| LABOR BENEFITS LLC|NONE|—|$13,238|$13,238|

### Verified Provider Profiles

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

- [JOHN HANCOCK RETIREMENT PLAN SERVIC](https://planprovider.pro/provider/john-hancock) — NONE

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [SCHULTHEIS & PANETTIERI LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $867,262

- **Estimated Expense Ratio:** 0.131% 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|$1,740,941|$279,202|$88,982|$57,650|—|

| 2023|$2,282,148|$1,019,139|—|$58,268|—|

| 2022|$2,316,071|$1,338,490|—|—|$316,163|

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