# Board Of Trustees Of Local 52 DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-local-52-plan

> Board Of Trustees Of Local 52's DC plan: 5,441 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 52

- **Sponsor EIN:** 134059105

- **Sponsor Address:** 20000 HORIZON WAY, MOUNT LAUREL, NJ, 08054

- **Plan Type:** DC

- **Total Participants:** 5,441

- **Total Assets:** $561.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|5,441|$561.4M|$0|$28.5M|

| 2023|5,406|$493.8M|$0|$17.7M|

| 2022|5,907|$424.4M|$0|$31.4M|

## 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|

| BEACON ADMINISTRATORS|NONE|$200,000|—|$200,000|

| SPIVAK LIPTON, LLP|RELATED UNION'S ATTORNEY|$74,749|—|$74,749|

| EMPOWER LIFE & ANNUITY INSURANCE|RECORDKEEPER|$34,159|—|$34,159|

| SEGAL MARCO ADVISORS|NONE|$32,119|—|$32,119|

| ADMINISTRATIVE SERVICES ONLY|NONE|$30,000|—|$30,000|

| THE SEGAL COMPANY|NONE|$29,855|—|$29,855|

| KOBGO ASSOCIATES INC|NONE|$26,760|—|$26,760|

| GOULD, KOBRICK & SCHLAPP, P.C.|RELATED UNION'S AUDITOR|$25,750|—|$25,750|

### Verified Provider Profiles

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

- [GOULD, KOBRICK & SCHLAPP, P.C.](https://planprovider.pro/provider/gould-kobrick-and-schlapp-pc) — RELATED UNION'S AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $453,392

- **Estimated Expense Ratio:** 0.081% 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|$529,345|$32,119|$230,000|$25,750|—|

| 2023|$340,364|$31,261|$42,000|$31,788|—|

| 2022|$259,115|$30,351|$89,994|—|$78,680|

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