# Board Of Trustees Metro Ila Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-metro-ila-pension-fund-plan

> Board Of Trustees Metro Ila Pension Fund's DB plan: 1,032 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 Metro Ila Pension Fund

- **Sponsor EIN:** 131939129

- **Sponsor Address:** 301 ROUTE 17 NORTH, 7TH FLOOR, RUTHERFORD, NJ, 070702575

- **Plan Type:** DB

- **Total Participants:** 1,032

- **Total Assets:** $366.4M

## 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|1,032|$366.4M|$16.9M|$0|

| 2023|1,020|$343.8M|$16.2M|$0|

| 2022|990|$313.7M|$21.8M|$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|

| MORGAN STANLEY GLOBAL BANK|MANAGER - REL'D PLAN|$518,728|—|$518,728|

| BLACKROCK INVESTMENT MANAGER|NONE|$349,810|—|$349,810|

| SAGE ADVISORY SERVICE|MANAGER - REL'D PLAN|$166,540|—|$166,540|

| JEROME BRANCATO|EMPLOYEE - REL'D PLANS|$131,296|—|$131,296|

| FIRST STATE TRUST COMPANY|CUSTODIAN - REL'D PLAN|$100,463|—|$100,463|

| SAVASTA & COMPANY INC|CONSULTANT - REL'D PLANS|$77,000|—|$77,000|

| WEAVER & TIDWELL|AUDITOR - REL'D ORG.|$52,500|—|$52,500|

| MSPC CERTIFIED PUBLIC ACCOUNTANTS &|Auditor|$52,500|—|$52,500|

| GEORGE L BUENO|EMPLOYEE - REL'D PLANS|$45,708|—|$45,708|

| ROBERT H. BOGUCKI, PC|CONSUL - REL'D ORG.|$39,143|—|$39,143|

| ANDREW CROSS|EMPLOYEE - REL'D PLANS|$35,924|—|$35,924|

| TRACEY BIONDI|EMPLOYEE - REL'D PLANS|$28,066|—|$28,066|

| FANIELA GONZALEZ|EMPLOYEE - REL'D PLANS|$27,281|—|$27,281|

| GAETANO MARRA|EMPLOYEE - REL'D PLANS|$26,663|—|$26,663|

| DOREEN PECORA|EMPLOYEE - REL'D PLANS|$26,273|—|$26,273|

| THE NORTHERN TRUST COMPANY|NONE|$21,817|—|$21,817|

| MEDICUS IT LLC|CONSULTANT - REL'D PLANS|$14,844|—|$14,844|

| BARKSDALE INVESTMENT MANAGER|NONE|$11,281|—|$11,281|

### Verified Provider Profiles

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

- [MORGAN STANLEY GLOBAL BANK](https://planprovider.pro/provider/jp-morgan-asset-management) — MANAGER - REL'D PLAN

- [WEAVER & TIDWELL](https://planprovider.pro/provider/weaver-and-tidwell-llp) — AUDITOR - REL'D ORG.

- [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:** $1,725,837

- **Estimated Expense Ratio:** 0.471% 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|$2,353,580|$1,270,110|—|$52,500|—|

| 2023|$2,075,183|$1,139,992|—|$52,000|—|

| 2022|$2,038,966|$1,120,930|—|—|$248,802|

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