# Board Of Trustees Of Local 584 Pension Trust Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-local-584-pension-trust-fund-516123679-001

> Board Of Trustees Of Local 584 Pension Trust Fund's DB plan: 315 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 584 Pension Trust Fund

- **Sponsor EIN:** 516123679

- **Sponsor Address:** 655 3RD AVENUE, 12TH FLOOR, NEW YORK, NY, 10017

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 315

- **Total Assets:** $208.9M

## 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|315|$208.9M|$2.9M|$0|

| 2023|325|$210.1M|$2.9M|$0|

| 2022|324|$214.8M|$3.6M|$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|

| LOOMIS SAYLES & COMPANY|Other Service Provider|$277,865|—|$277,865|

| FRIEDMAN & ANSPACH|ERISA Attorney|$214,769|—|$214,769|

| SAVASTA AND COMPANY, INC.|Other Service Provider|$175,000|—|$175,000|

| THE SEGAL COMPANY (EASTERN STATES)|Other Service Provider|$88,044|—|$88,044|

| US BANK, NA|Recordkeeper|$66,689|—|$66,689|

| SEGAL MARCO ADVISORS|Other Service Provider|$63,958|—|$63,958|

| CALIBRE CPA GROUP, PLLC|Auditor|$47,871|—|$47,871|

| SEGAL SELECT INSURANCE SERVICES INC|Other Service Provider|—|$29,170|$29,170|

| NANESS, CHAIET, NANESS, LLC|Other Service Provider|$22,500|—|$22,500|

### Verified Provider Profiles

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

- [US BANK, NA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [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:** $985,866

- **Estimated Expense Ratio:** 0.472% 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|$2,219,002|$341,824|$175,000|$42,921|—|

| 2023|$1,249,445|$347,710|$175,000|$37,290|—|

| 2022|$5,238,706|$74,280|$43,750|—|$401,639|

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