# Board Of Trustees Local 804 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-804-annuity-fund-plan

> Board Of Trustees Local 804 Annuity Fund's DC plan: 5,296 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 804 Annuity Fund

- **Sponsor EIN:** 112506358

- **Sponsor Address:** 44 S. BAYLES AVENUE, SUITE 302, PORT WASHINGTON, NY, 110503765

- **Plan Type:** DC

- **Total Participants:** 5,296

- **Total Assets:** $90.9M

## 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|5,296|$90.9M|$1.9M|$0|

| 2023|5,428|$85.9M|$1.9M|$0|

| 2022|5,690|$79.0M|$2.0M|$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|

| PROSKAUER ROSE LLP|COUNSEL FOR RELATED PLANS|$143,850|—|$143,850|

| WESTERN ASSET MANAGEMENT COMPANY|NONE|$71,489|—|$71,489|

| COHEN WEISS & SIMON LLP|COUNSEL FOR RELATED PLANS|$49,091|—|$49,091|

| GALLAGHER FIDUCIARY ADVISORS, LLC|INVESTMENT CONSULTANT|$39,676|—|$39,676|

| AMALGAMATED BANK OF NEW YORK|CUSTODIAN FOR RELATED PLA|$31,207|—|$31,207|

| WEAVER & TIDWELL, L.L.P.|AUDITOR FOR RELATED PLANS|$30,000|—|$30,000|

| COMPREHENSIVE HEALTHCARE SYSTEMS IN|IT CONSULT'-RELATED PLANS|$26,083|—|$26,083|

### Verified Provider Profiles

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

- [PROSKAUER ROSE LLP](https://planprovider.pro/provider/proskauer-rose-llp) — COUNSEL FOR RELATED PLANS

- [GALLAGHER FIDUCIARY ADVISORS, LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — INVESTMENT CONSULTANT

- [WEAVER & TIDWELL, L.L.P.](https://planprovider.pro/provider/weaver-and-tidwell-llp) — AUDITOR FOR RELATED PLANS

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $391,396

- **Estimated Expense Ratio:** 0.430% 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|$909,493|$142,372|—|$30,000|—|

| 2023|$633,045|$132,400|—|$30,000|—|

| 2022|$526,237|$137,782|—|—|$165,883|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-local-804-annuity-fund-plan)

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