# Board Of Trustees Of Local 138 Pension Trust Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-local-138-pension-trust-fund-plan

> Board Of Trustees Of Local 138 Pension Trust Fund's DB plan: 152 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 138 Pension Trust Fund

- **Sponsor EIN:** 116170655

- **Sponsor Address:** 2070 DEER PARK AVE., DEER PARK, NY, 117292134

- **Plan Type:** DB

- **Total Participants:** 152

- **Total Assets:** $111.3M

## 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|152|$111.3M|$363,487|$0|

| 2023|180|$115.9M|$394,663|$0|

| 2022|166|$116.5M|$428,214|$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|

| MORGAN STANLEY SMITH BARNEY, LLC|NONE|$122,352|—|$122,352|

| DORIS ECHEGUREN|EMPLOYEE|$104,122|—|$104,122|

| SUN LIFE CAPITAL MANAGEMENT LLC|NONE|$60,579|—|$60,579|

| O'SULLIVAN ASSOCIATES, INC.|NONE|$56,343|—|$56,343|

| CARY KANE, PLLC|LEGAL COUNSEL|$43,745|—|$43,745|

| KELLIANNE MCINNIS|EMPLOYEE|$41,987|—|$41,987|

| CALIBRE CPA GROUP, PLLC|AUDITOR|$38,706|—|$38,706|

### Verified Provider Profiles

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

- [MORGAN STANLEY SMITH BARNEY, LLC](https://planprovider.pro/provider/morgan-stanley) — NONE

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/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:** $467,834

- **Estimated Expense Ratio:** 0.420% 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|$1,875,560|$182,932|—|$34,263|—|

| 2023|$639,282|$168,867|—|$31,177|—|

| 2022|$643,847|$117,136|—|—|$139,222|

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