# Board Of Trustees Of Local 1102 Amalgamated Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-local-1102-amalgamated-pension-fund-plan

> Board Of Trustees Of Local 1102 Amalgamated Pension Fund's DB plan: 310 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 Local 1102 Amalgamated Pension Fund

- **Sponsor EIN:** 116189397

- **Sponsor Address:** 311 CROSSWAYS PARK DRIVE, WOODBURY, NY, 117972041

- **Plan Type:** DB

- **Total Participants:** 310

- **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|310|$54.3M|$665,068|$0|

| 2023|360|$47.4M|$984,668|$0|

| 2022|555|$38.9M|$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|

| LOCAL 1102 RWDSU|NONE|$189,314|—|$189,314|

| HUDSON CANYON CAPITAL|NONE|$153,326|—|$153,326|

| LOCAL 1102 RETIREMENT TRUST|NONE|$97,377|—|$97,377|

| ROTHMAN, ROCCO, LARUFFA, LP|NONE|$44,923|—|$44,923|

| FIRST ACTUARIAL CONSULTING, INC.|NONE|$39,500|—|$39,500|

| CITRIN COOPERMAN & COMPANY LLP|NONE|$25,326|—|$25,326|

| DAHAB ASSOCIATES|NONE|$25,000|—|$25,000|

| NOVAK FRANCELLA, LLC|Auditor|$23,004|—|$23,004|

| CSM ADVISORS, LLC|NONE|$9,503|—|$9,503|

| COMERICA BANK|NONE|$6,462|—|$6,462|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $613,735

- **Estimated Expense Ratio:** 1.131% 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|$688,080|$191,661|—|$23,004|—|

| 2023|$567,154|$160,602|—|$23,449|—|

| 2022|$555,917|$158,041|—|—|$106,185|

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