# Board Of Trustees Local 74 Uswu Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-74-uswu-pension-fund-plan

> Board Of Trustees Local 74 Uswu Pension Fund's DB plan: 15 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 74 Uswu Pension Fund

- **Sponsor EIN:** 271247066

- **Sponsor Address:** 36-36 33RD STREET, SUITE 202, LONG ISLAND CITY, NY, 11106

- **Plan Type:** DB

- **Total Participants:** 15

- **Total Assets:** $12.7M

## 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|15|$12.7M|$273,421|$0|

| 2023|57|$12.1M|$535,537|$0|

| 2022|49|$11.1M|$331,356|$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|

| CBIZ RETIREMENT PLAN SERVICES, INC|NONE|$31,300|—|$31,300|

| REYNOLDS CONSULTING SERVICES LLC|NONE|$24,500|—|$24,500|

| BOYD WATTERSON ASSET MANAGEMENT LLC|NONE|$21,431|—|$21,431|

| FUIMAN MOGILA, LLP|NONE|$16,000|—|$16,000|

| FITZSIMMONS ABRAMS, LLP|NONE|$16,000|—|$16,000|

| THE BANK OF NEW YORK MELLON|NONE|$15,000|—|$15,000|

| KBA74 BENEFITS AND ADMINISTRATION|NONE|$8,000|—|$8,000|

### Verified Provider Profiles

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

- [FITZSIMMONS ABRAMS, LLP](https://planprovider.pro/provider/fitzsimmons-abrams-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $132,231

- **Estimated Expense Ratio:** 1.039% 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|$232,887|$61,900|—|$16,000|—|

| 2023|$237,660|$57,984|—|—|—|

| 2022|$223,727|$55,352|—|—|$69,155|

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