# Board Of Trustee Of Local 20408 Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-local-20408-pension-fund-plan

> Board Of Trustee Of Local 20408 Pension Fund's DB plan: 132 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 Trustee Of Local 20408 Pension Fund

- **Sponsor EIN:** 133078797

- **Sponsor Address:** 36 HOPATCHUNG ROAD, HOPATCONG, NJ, 07843

- **Plan Type:** DB

- **Total Participants:** 132

- **Total Assets:** $33,699

## 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|132|$33,699|$0|$0|

| 2023|135|$61,653|$0|$0|

| 2022|142|$4,661|$0|$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|

| BASIL CASTROVINCI ASSOCIATES, INC|NONE|$39,164|—|$39,164|

| FITZSIMMONS ABRAMS, LLP|Auditor|$15,126|—|$15,126|

### Verified Provider Profiles

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

- [FITZSIMMONS ABRAMS, LLP](https://planprovider.pro/provider/fitzsimmons-abrams-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $54,290

- **Estimated Expense Ratio:** 161.103% 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|$68,014|—|$24,799|$15,126|—|

| 2023|$59,076|—|$24,799|$11,587|—|

| 2022|$60,978|—|$24,799|—|$25,615|

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