Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Local 966 Pension Plan
- Sponsor EIN: 132640882
- Sponsor Address: 7130 COLUMBIA GATEWAY DR SUITE A, COLUMBIA, MD, 210462963
- Plan Type: DB
- Total Participants: 41
- Total Assets: $68.8M
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 | 41 | $68.8M | $125,505 | $0 |
| 2023 | 45 | $65.8M | $111,169 | $0 |
| 2022 | 43 | $56.4M | $128,737 | $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 |
|---|---|---|---|---|
| NOVAK FRANCELLA, LLC | Auditor | $20,656 | — | $20,656 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,656
- Estimated Expense Ratio: 0.030% 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 | $461,927 | $51,594 | — | $20,656 | — |
| 2023 | $410,992 | $40,226 | — | $24,199 | — |
| 2022 | $556,926 | $35,000 | — | — | $258,772 |