Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Local One Photoengravers Pension Fund
- Sponsor EIN: 134200325
- Sponsor Address: 113 UNIVERSITY PLACE, NEW YORK, NY, 100034527
- Plan Type: DB
- Total Participants: 284
- Total Assets: $418,491
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 | 284 | $418,491 | $0 | $0 |
| 2023 | 312 | $395,853 | $0 | $0 |
| 2022 | 336 | $388,647 | $0 | $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 |
|---|---|---|---|---|
| GCC-IBT LOCAL 1L | ALLOCATED PR & EXPENSES | $89,867 | — | $89,867 |
| ROGOFF & CO. | ACCOUNTING | $25,000 | — | $25,000 |
| INNOVATION SOFTWARE SOLUTIONS, INC | COMPUTERS | $6,109 | — | $6,109 |
| COHEN WEISS AND SIMON | LEGAL | $5,850 | — | $5,850 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,826
- Estimated Expense Ratio: 30.306% 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 | $150,677 | — | — | $25,000 | — |
| 2023 | $149,159 | — | — | $21,393 | — |
| 2022 | $138,367 | — | — | — | $28,685 |