# Board Of Trustees Of Local 40 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-local-40-annuity-fund-plan

> Board Of Trustees Of Local 40 Annuity Fund's DC plan: 110 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 40 Annuity Fund

- **Sponsor EIN:** 141514924

- **Sponsor Address:** 302 KNIGHTS RUN AVE SUITE 1100, TAMPA, FL, 336020000

- **Plan Type:** DC

- **Total Participants:** 110

- **Total Assets:** $11.5M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|110|$11.5M|$849,087|$0|

| 2023|106|$10.6M|$794,969|$0|

| 2022|135|$9.8M|$887,319|$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|

| TEAL, BECKER & CHIARAMONTE CPAS, PC|Auditor|$13,550|—|$13,550|

### Verified Provider Profiles

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

- [TEAL, BECKER & CHIARAMONTE CPAS, PC](https://planprovider.pro/provider/teal-becker-and-chiaramonte-cpas-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,550

- **Estimated Expense Ratio:** 0.118% 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|$57,247|$32,222|$7,454|$13,550|—|

| 2023|$42,850|$19,363|$7,249|$12,300|—|

| 2022|$39,501|$15,593|—|—|$14,394|

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