# Board Of Trustees Of Iwdc Of Wny And Vicinity Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-iwdc-of-wny-and-vicinity-pension-plan-516077088-001

> Board Of Trustees Of Iwdc Of Wny And Vicinity Pension Plan's DB plan: 820 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 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](https://planprovider.pro/provider/empower) — 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|

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