Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Local 840 I. B. Of T. Pension Fund
- Sponsor EIN: 136304568
- Sponsor Address: 2137-2147 UTICA AVENUE, BROOKLYN, NY, 11234
- Plan Type: DB
- Total Participants: 168
- Total Assets: $25.8M
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 | 168 | $25.8M | $1.9M | $0 |
| 2023 | 161 | $22.8M | $1.9M | $0 |
| 2022 | 144 | $19.3M | $1.7M | $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 |
|---|---|---|---|---|
| UNITED TEAMSTER FUND | NONE | $83,979 | — | $83,979 |
| O'SULLIVAN ASSOCIATES INC. | NONE | $38,550 | — | $38,550 |
| CALIBRE CPA GROUP PLLC | NONE | $35,500 | — | $35,500 |
| SEGAL MARCO ADVISORS | NONE | $31,055 | — | $31,055 |
| INNOVATIVE SOFTWARE SOLUTIONS, INC. | NONE | $10,425 | — | $10,425 |
| CARY KANE LLP | NONE | $9,360 | — | $9,360 |
| AUTOMATIC DATA PROCESSING | NONE | $6,804 | — | $6,804 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $215,673
- Estimated Expense Ratio: 0.835% 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 | $301,403 | $55,758 | $83,979 | $21,000 | — |
| 2023 | $279,729 | $50,389 | $81,677 | $19,000 | — |
| 2022 | $241,773 | $52,878 | $75,764 | — | $63,898 |