# Board Of Trustees Local Union 373 U.A. Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-union-373-u-a-pension-fund-plan

> Board Of Trustees Local Union 373 U.A. Pension Fund's DB plan: 228 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 Union 373 U.A. Pension Fund

- **Sponsor EIN:** 131758289

- **Sponsor Address:** P.O. BOX 58, MOUNTAINVILLE, NY, 109530058

- **Plan Type:** DB

- **Total Participants:** 228

- **Total Assets:** $79.9M

## 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|228|$79.9M|$5.5M|$0|

| 2023|233|$68.2M|$5.6M|$0|

| 2022|216|$57.6M|$4.3M|$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|

| MSPC CERTIFIED PUBLIC ACCOUNTANTS &|Auditor|$31,100|—|$31,100|

### Verified Provider Profiles

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

- [MSPC CERTIFIED PUBLIC ACCOUNTANTS &](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,100

- **Estimated Expense Ratio:** 0.039% 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|$558,034|$263,338|$15,750|$31,100|—|

| 2023|$529,573|$240,477|$19,800|$31,100|—|

| 2022|$533,371|$287,669|—|—|$88,180|

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