# Board Of Trustees Of Local 29 R.W.D.S.U. Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-local-29-r-w-d-s-u-pension-fund-plan

> Board Of Trustees Of Local 29 R.W.D.S.U. Pension Fund's DB plan: 235 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 29 R.W.D.S.U. Pension Fund

- **Sponsor EIN:** 132669167

- **Sponsor Address:** 655 THIRD AVENUE, SUITE 1200, NEW YORK, NY, 10017

- **Plan Type:** DB

- **Total Participants:** 235

- **Total Assets:** $59,612

## 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|235|$59,612|$50,036|$0|

| 2023|0|$47,889|$50,036|$0|

| 2022|0|$41,366|$52,461|$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|$8,500|—|$8,500|

### Verified Provider Profiles

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

- [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:** $8,500

- **Estimated Expense Ratio:** 14.259% 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|$69,732|—|$49,700|$8,500|—|

| 2023|$61,723|—|$48,000|$7,000|—|

| 2022|$60,741|—|$42,105|—|$11,500|

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