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
- 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. |
|---|---|---|---|---|
| 2025 | 820 | $175.6M | $0 | $0 |
| 2024 | 698 | $172.1M | $0 | $0 |
| 2023 | 725 | $171.8M | $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 |
|---|---|---|---|---|
| ARCARA LENDA EUSANIO & STACEY CPAS | Auditor | $56,833 | — | $56,833 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,833
- Estimated Expense Ratio: 0.032% 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 | $1,001,989 | $423,273 | — | $56,833 | — |
| 2024 | $1,068,765 | $433,769 | — | $68,398 | — |
| 2023 | $1,077,554 | $442,346 | — | — | $333,925 |