# Board Of Trustees Of Local 522 Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-local-522-pension-fund-plan

> Board Of Trustees Of Local 522 Pension Fund's DB plan: 846 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Local 522 Pension Fund

- **Sponsor EIN:** 116171611

- **Sponsor Address:** 2137 UTICA AVENUE, BROOKLYN, NY, 112343827

- **Plan Type:** DB

- **Total Participants:** 846

- **Total Assets:** $123.0M

## 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.|

| 2025|846|$123.0M|$0|$0|

| 2024|844|$108.4M|$0|$0|

| 2023|846|$100.4M|$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|

| CALIBRE CPA GROUP, PLLC|Auditor|$32,650|—|$32,650|

### 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:** $32,650

- **Estimated Expense Ratio:** 0.027% 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|

| 2025|$779,517|$226,669|$162,879|$32,650|—|

| 2024|$715,712|$201,902|$170,458|$33,449|—|

| 2023|$705,938|$197,221|$172,981|—|$129,031|

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