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
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $143,646 | $0 | $0 |
| 2024 | 0 | $164,076 | $0 | $0 |
| 2023 | 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 |
|---|---|---|---|---|
| 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 — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,000
- Estimated Expense Ratio: 6.962% 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 |
|---|---|---|---|---|---|
| 2025 | $128,760 | — | $48,000 | $10,000 | — |
| 2024 | $97,038 | — | $39,118 | $26,500 | — |
| 2023 | $76,372 | — | $39,096 | — | $25,605 |