# Board Of Trustees Of Local 966 Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-local-966-pension-plan-plan

> Board Of Trustees Of Local 966 Pension Plan's DB plan: 41 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 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](https://planprovider.pro/provider/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|

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