Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Local 111 Pension Fund
- Sponsor EIN: 111955247
- Sponsor Address: 2137 UTICA AVENUE, BROOKLYN, NY, 112343827
- Plan Type: DB
- Total Participants: 353
- Total Assets: $74.1M
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 | 353 | $74.1M | $0 | $0 |
| 2023 | 365 | $52.4M | $0 | $0 |
| 2022 | 417 | $55.3M | $510,130 | $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 | $42,238 | — | $42,238 |
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: $42,238
- Estimated Expense Ratio: 0.057% 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 | $697,700 | $225,660 | $114,752 | $42,238 | — |
| 2023 | $627,417 | $214,160 | $114,240 | — | $162,566 |
| 2022 | $601,598 | $231,012 | $115,728 | — | $131,015 |