# Board Of Trustees Of Iwdc Of Wny And Vicinity Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-iwdc-of-wny-and-vicinity-annuity-fund-146195662-001

> Board Of Trustees Of Iwdc Of Wny And Vicinity Annuity Fund's DC plan: 1,167 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 Of Iwdc Of Wny And Vicinity Annuity Fund

- **Sponsor EIN:** 146195662

- **Sponsor Address:** 3445 WINTON PLACE, SUITE 238, ROCHESTER, NY, 14623

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 1,167

- **Total Assets:** $54.3M

## 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|1,167|$54.3M|$4.9M|$0|

| 2023|838|$52.0M|$3.4M|$0|

| 2022|826|$46.8M|$3.2M|$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|

| MANNING & NAPIER ADVISORS, LLC|Other Service Provider|$206,094|—|$206,094|

| IWDC OF WNY & VICINITY WELFARE FUND|Other Service Provider|$103,246|—|$103,246|

| INVESCO ADVISORS, INC.|Other Service Provider|$37,652|—|$37,652|

| ARCARA LENDA EUSANIO & STACEY CPAS|Other Service Provider|$30,725|$183|$30,908|

| SEGAL MARCO ADVISORS|Other Service Provider|$24,667|$756|$25,423|

| BLITMAN & KING LLP|Other Service Provider|$23,415|$121|$23,536|

| WILMINGTON TRUST|Other Service Provider|$11,601|—|$11,601|

| THE SEGAL COMPANY|Other Service Provider|$7,200|$403|$7,603|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $446,063

- **Estimated Expense Ratio:** 0.821% 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|$418,229|$230,761|—|$30,725|—|

| 2023|$424,437|$212,111|—|$45,939|—|

| 2022|$371,533|$211,699|—|—|$74,549|

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