Plan Snapshot
- Plan Sponsor: Board Of Trustees Local 60 Pension Fund
- Sponsor EIN: 131962287
- Sponsor Address: 140 BROADWAY, HAWTHORNE, NY, 105321149
- Plan Type: DB
- Total Participants: 1,006
- Total Assets: $342.0M
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 | 1,006 | $342.0M | $19.0M | $0 |
| 2023 | 1,051 | $300.1M | $18.8M | $0 |
| 2022 | 1,128 | $259.5M | $19.5M | $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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | $35,425 | — | $35,425 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,425
- Estimated Expense Ratio: 0.010% 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 | $1,668,051 | $949,407 | — | $35,425 | — |
| 2023 | $1,450,152 | $869,407 | — | $32,700 | — |
| 2022 | $1,339,489 | $955,933 | — | — | $168,320 |