Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Iwdc Of Wny And Vicinity Pension Plan
- Sponsor EIN: 516077088
- Sponsor Address: 3445 WINTON PLACE, SUITE 238, ROCHESTER, NY, 146232950
- Plan Type: DB
- Plan Number: 001
- Total Participants: 820
- Total Assets: $175.6M
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 | 820 | $175.6M | $10.7M | $0 |
| 2023 | 698 | $172.1M | $8.1M | $0 |
| 2022 | 725 | $171.8M | $8.3M | $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 | $289,489 | — | $289,489 |
| IWDC OF WNY & VICINITY WELFARE FUND | Other Service Provider | $171,908 | — | $171,908 |
| SEGAL COMPANY | Other Service Provider | $132,050 | $551 | $132,601 |
| INVESCO BALANCED-RISK ALLOC. TRUST | Other Service Provider | $109,077 | — | $109,077 |
| LOOMIS SAYLES & COMPANY L.P. | Other Service Provider | $103,757 | — | $103,757 |
| INVESCO CORE REAL ESTATE | Other Service Provider | $74,616 | — | $74,616 |
| PRUDENTIAL INSURANCE CO. OF AMERICA | Recordkeeper | $72,485 | — | $72,485 |
| BLITMAN AND KING LLP | Other Service Provider | $67,967 | $121 | $68,088 |
| WELLINGTON MGMT COMPANY LLC | Other Service Provider | $60,443 | — | $60,443 |
| SEGAL MARCO | Other Service Provider | $59,167 | $756 | $59,923 |
| ARCARA LENDA EUSANIO & STACEY CPAS | Other Service Provider | $56,833 | $183 | $57,016 |
| WILMINGTON TRUST, N.A. | Other Service Provider | $16,475 | — | $16,475 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRUDENTIAL INSURANCE CO. OF AMERICA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,215,878
- Estimated Expense Ratio: 0.692% 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 | $1,001,989 | $423,273 | — | $56,833 | — |
| 2023 | $1,068,765 | $433,769 | — | $68,398 | — |
| 2022 | $1,077,554 | $442,346 | — | — | $333,925 |