Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Local 1034 Pension Fund
- Sponsor EIN: 136594795
- Sponsor Address: 48-18 VAN DAM STREET, SUITE 201, LONG ISLAND CITY, NY, 111013107
- Plan Type: DB
- Total Participants: 94
- Total Assets: $113.0M
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 | 94 | $113.0M | $1.2M | $0 |
| 2023 | 103 | $63.6M | $1.1M | $0 |
| 2022 | 116 | $63.6M | $1.1M | $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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | Auditor | $43,962 | — | $43,962 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,962
- Estimated Expense Ratio: 0.039% 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 | $1,207,218 | $194,062 | — | $43,962 | — |
| 2023 | $1,256,215 | $210,705 | — | $42,910 | — |
| 2022 | $1,236,870 | $304,634 | — | — | $374,624 |