# Board Of Trustees Metro-Ila Individual Account Retirement Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-metro-ila-plan

> Board Of Trustees Metro-Ila Individual Account Retirement Plan's DC plan: 1,326 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Metro-Ila Individual Account Retirement Plan

- **Sponsor EIN:** 223525303

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

- **Plan Type:** DC

- **Total Participants:** 1,326

- **Total Assets:** $278.2M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,326|$278.2M|$16.7M|$0|

| 2023|1,613|$243.6M|$15.9M|$0|

| 2022|1,322|$212.4M|$16.1M|$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|

| JEROME BRANCATO|EMPLOYEE OF RELATED PLAN|$105,036|—|$105,036|

| GEORGE BUENO|EMPLOYEE OF RELATED PLAN|$46,279|—|$46,279|

| ANDREW CROSS|EMPLOYEE OF RELATED PLAN|$35,565|—|$35,565|

| TRACEY BIONDI|EMPLOYEE OF RELATED PLAN|$27,785|—|$27,785|

| MSPC CERTIFIED PUBLIC ACCOUNTANTS &|Auditor|$22,000|—|$22,000|

| WEAVER & TIDWELL, LLP|AUDITOR|$22,000|—|$22,000|

| MEDICUS IT, LLC|ADVISOR OF REL'D PLAN|$10,094|—|$10,094|

| ROBERT BOGUCKI|COUNSEL OF RELATED PLANS|$9,308|—|$9,308|

### 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

- [WEAVER & TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $278,067

- **Estimated Expense Ratio:** 0.100% 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|$529,369|—|—|$22,000|—|

| 2023|$458,389|—|—|$10,000|—|

| 2022|$460,151|$760|—|—|$70,125|

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