# Board Of Trustees Of Local 840 I. B. Of T. Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-local-840-i-b-of-t-pension-fund-plan

> Board Of Trustees Of Local 840 I. B. Of T. Pension Fund's DB plan: 168 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 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](https://planprovider.pro/provider/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|

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