Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Local 810 Affiliated Pension Plan
- Sponsor EIN: 116027518
- Sponsor Address: 45-06 PEARSON STREET, 2ND FLOOR, LONG ISLAND CITY, NY, 111013512
- Plan Type: DB
- Total Participants: 145
- Total Assets: $33.6M
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 | 145 | $33.6M | $1.1M | $0 |
| 2023 | 142 | $39.8M | $953,376 | $0 |
| 2022 | 136 | $46.2M | $856,857 | $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 |
|---|---|---|---|---|
| SEGAL COMPANY (EASTERN STATES), INC | Other Service Provider | $397,218 | — | $397,218 |
| PRINCIPAL ENHANCED PROPERTY FUND LP | Other Service Provider | $103,827 | — | $103,827 |
| ROSANNA FURIO | Other Service Provider | $76,677 | — | $76,677 |
| WEAVER AND TIDWELL LLP | Auditor | $61,500 | — | $61,500 |
| FRANCESCO LIRANI | Other Service Provider | $43,110 | — | $43,110 |
| REYNOLDS CONSULTING SERVICES, LLC | Other Service Provider | $42,447 | — | $42,447 |
| BARNES, IACCARINO & SHEPHERD LLP | Other Service Provider | $39,600 | — | $39,600 |
| PROSKAUER ROSE LLP | ERISA Attorney | $39,000 | — | $39,000 |
| STACEY BRAUN ASSOCIATES, INC. | Other Service Provider | $31,885 | — | $31,885 |
| MARK TORRES | Other Service Provider | $24,875 | — | $24,875 |
| ROY BARNES, ESQ, PLLC | Other Service Provider | $20,406 | — | $20,406 |
| KATTIA SANTANA | Other Service Provider | $20,349 | — | $20,349 |
| STEPHEN GARRIQUES | Other Service Provider | $20,094 | — | $20,094 |
| LITTLER MENDELSON, P.C. | Other Service Provider | $20,000 | — | $20,000 |
| COLUMBIA MANAGEMENT INVESTMENT ADVI | Other Service Provider | $18,224 | — | $18,224 |
| FENIMORE ASSET MANAGEMENT, INC. | Other Service Provider | $17,857 | — | $17,857 |
| ULLICO INVESTMENT ADVISORS INC | Other Service Provider | $15,522 | — | $15,522 |
| LOOMIS SAYLES TRUST COMPANY | Other Service Provider | $15,389 | — | $15,389 |
| COUNSEL ADVISORS INC | Other Service Provider | $15,010 | — | $15,010 |
| WILLIAM ALEXANDER | Other Service Provider | $12,852 | — | $12,852 |
| EUFEMIO RODRIGUEZ | Other Service Provider | $11,587 | — | $11,587 |
| GREGORY HOLLOMAN | Other Service Provider | $11,537 | — | $11,537 |
| LORRAINE BUONACORE | Recordkeeper | $11,323 | — | $11,323 |
| WANDA LOZANO | Other Service Provider | $8,678 | — | $8,678 |
| REBECCA BROWN | Other Service Provider | $8,574 | — | $8,574 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL LLP — Auditor
- PROSKAUER ROSE LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,087,541
- Estimated Expense Ratio: 3.235% 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 | $1,245,434 | $245,151 | — | $63,167 | — |
| 2023 | $932,113 | $255,254 | — | $63,167 | — |
| 2022 | $911,460 | $287,147 | — | — | $238,872 |