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 |
|---|---|---|---|---|
| WEAVER AND TIDWELL LLP | Auditor | $63,167 | — | $63,167 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,167
- Estimated Expense Ratio: 0.188% 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 |