# Board Of Trustees Of Local 298 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-local-298-annuity-fund-plan

> Board Of Trustees Of Local 298 Annuity Fund's DC plan: 2,361 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 298 Annuity Fund

- **Sponsor EIN:** 116049445

- **Sponsor Address:** 201 WEST VALLEY STREAM BLVD, VALLEY STREAM, NY, 115805538

- **Plan Type:** DC

- **Total Participants:** 2,361

- **Total Assets:** $15.6M

## 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|2,361|$15.6M|$1.5M|$2.6M|

| 2023|4,000|$11.7M|$2.2M|$1.7M|

| 2022|2,000|$7.8M|$1.7M|$1.2M|

## 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|

| MARSHALL & MOSS LLP|NONE|$58,500|—|$58,500|

| NOVAK FRANCELLA, LLC|Auditor|$4,800|—|$4,800|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $63,300

- **Estimated Expense Ratio:** 0.407% 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|$72,870|$3,126|$58,500|$4,800|—|

| 2023|$31,175|—|—|—|—|

| 2022|$21,211|—|—|—|$18,000|

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