# Board Of Trustees Of Bakery And Sales Drivers' Local 33 Part Pen F DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-bakery-and-sales-drivers-local-33-part-pen-f-376561427-001

> Board Of Trustees Of Bakery And Sales Drivers' Local 33 Part Pen F's DB plan: 0 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 Of Bakery And Sales Drivers' Local 33 Part Pen F

- **Sponsor EIN:** 376561427

- **Sponsor Address:** 20000 HORIZON WAY, SUITE 600, MOUNT LAUREL, NJ, 080544321

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $143,646

## 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|0|$143,646|$0|$0|

| 2023|0|$164,076|$0|$0|

| 2022|0|$204,117|$0|$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|

| BEACON ADMINISTRATORS & CONSULTANTS|Other Service Provider|$48,000|—|$48,000|

| LARRY MAGARIK, ESQ|Other Service Provider|$25,515|—|$25,515|

| BOLTON PARTNERS, INC.|Other Service Provider|$17,870|—|$17,870|

| MOONEY, GREEN, SAINDON, MURPHY & WE|Other Service Provider|$17,680|—|$17,680|

| NOVAK FRANCELLA, LLC|Auditor|$10,000|—|$10,000|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $119,065

- **Estimated Expense Ratio:** 82.888% 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|$128,760|—|$48,000|$10,000|—|

| 2023|$97,038|—|$39,118|$26,500|—|

| 2022|$76,372|—|$39,096|—|$25,605|

## Similar Plans

- [Liscio'S Italian Bakery](https://planprovider.pro/companies/liscio-s-italian-bakery-401k-plan) — 286 participants

- [Mdc Development, INC.](https://planprovider.pro/companies/mdc-development-inc-853083262-001) — 1 participants

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