# Board Of Trustees Local 60 Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-60-pension-fund-plan

> Board Of Trustees Local 60 Pension Fund's DB plan: 1,006 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 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|

| ATLANTA SOSNOFF CAPITAL, LLC.|INVESTMENT MANAGER|$340,350|—|$340,350|

| ULLICO INVESTMENT ADVISORS, INC.|INVESTMENT MANAGER|$242,145|—|$242,145|

| TOCQUEVILLE ASSET MANAGEMENT LP|INVESTMENT MANAGER|$220,523|—|$220,523|

| HUDSON EDGE INVESTMENT PARTNERS INC|INVESTMENT MANAGER|$179,617|—|$179,617|

| MERRILL LYNCH|INVESTMENT CONSULTANT|$90,000|—|$90,000|

| STACEY BRAUN ASSOCIATES, INC.|INVESTMENT MANAGER|$82,664|—|$82,664|

| M&T BANK INST'L RETIREMENT SERVICES|INVESTMENT CUSTODIAN|$74,496|—|$74,496|

| BARNES, IACCARINO & SHEPHERD LLP|LEGAL|$62,753|—|$62,753|

| MILLIMAN, INC.|ACTUARY|$58,000|—|$58,000|

| COHEN & STEERS C/O MERRILL LYNCH|INVESTMENT MANAGER|$36,253|—|$36,253|

| CHRISTINE COSTA|PLAN ADMINISTRATOR|$25,550|—|$25,550|

| CITRIN COOPERMAN & COMPANY, LLP|ACCOUNTANT|$20,210|—|$20,210|

| CITRIN COOPERMAN ADVISORS LLC|ACCOUNTANT|$17,713|—|$17,713|

| TPA CORPORATION|COMPUTER CONSULTANT|$9,450|—|$9,450|

### 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

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — ACTUARY

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,459,724

- **Estimated Expense Ratio:** 0.427% 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-local-60-pension-fund-plan)

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