Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Local 1205 Pension Fund
- Sponsor EIN: 111880353
- Sponsor Address: 246 CONKLIN STREET, FARMINGDALE, NY, 117352607
- Plan Type: DB
- Total Participants: 720
- Total Assets: $269.5M
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 | 720 | $269.5M | $5.2M | $0 |
| 2023 | 702 | $242.7M | $5.0M | $0 |
| 2022 | 687 | $215.8M | $4.9M | $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 |
|---|---|---|---|---|
| ULLICO INVESTMENT ADVISORS | Other Service Provider | $208,802 | — | $208,802 |
| SEGAL COMPANY (EASTERN STATES), INC | Other Service Provider | $79,359 | — | $79,359 |
| AMALGAMATED BANK | Other Service Provider | $61,429 | — | $61,429 |
| VENUS TEMPLE | Other Service Provider | $46,986 | — | $46,986 |
| ROTHMAN ROCCO LARUFFA | Other Service Provider | $43,234 | — | $43,234 |
| TINA NARDI | Other Service Provider | $42,167 | — | $42,167 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | Other Service Provider | $35,247 | — | $35,247 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $31,096 | — | $31,096 |
| CALIBRE CPA GROUP, PLLC | Auditor | $30,772 | — | $30,772 |
| MELISSA DIMARIA | Other Service Provider | $28,107 | — | $28,107 |
| REYNOLDS CONSULTING SERVICE, LLC | Other Service Provider | $26,500 | — | $26,500 |
| PAIGE GOLDING | Other Service Provider | $25,779 | — | $25,779 |
| CLEARBRIDGE INVESTMENTS, LLC | Other Service Provider | $19,448 | — | $19,448 |
| UNION LABOR SYSTEMS | Other Service Provider | $6,338 | — | $6,338 |
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: $685,264
- Estimated Expense Ratio: 0.254% 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 | $1,171,368 | $591,260 | — | $30,772 | — |
| 2023 | $1,042,588 | $515,728 | — | $29,940 | — |
| 2022 | $1,070,780 | $541,258 | — | — | $168,543 |