Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Metal Lathers Local 46 Annuity Fund
- Sponsor EIN: 136179359
- Sponsor Address: 61-02 32ND AVENUE, WOODSIDE, NY, 11377
- Plan Type: DC
- Total Participants: 1,823
- Total Assets: $328.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,823 | $328.3M | $11.4M | $0 |
| 2023 | 1,833 | $309.8M | $12.2M | $0 |
| 2022 | 1,906 | $287.8M | $12.4M | $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 |
|---|---|---|---|---|
| FITZSIMMONS ABRAMS, LLP | NONE | $93,361 | — | $93,361 |
| JOHN HANCOCK | NONE | $85,513 | — | $85,513 |
| MARSHALL AND MOSS, LLP | NONE | $48,672 | — | $48,672 |
| REYNOLDS CONSULTING SERVICES, LLC | NONE | $37,500 | — | $37,500 |
| JBM COMPUTER CONSULTANTS INC | NONE | $34,242 | — | $34,242 |
| PROSKAUER ROSE LLP | NONE | $32,732 | — | $32,732 |
| CALIBRE CPA GROUP PLLC | NONE | $26,000 | — | $26,000 |
| COLLERAN O'HARA & MILLS LLP | NONE | $25,178 | — | $25,178 |
| THE SEGAL COMPANY | NONE | $9,000 | — | $9,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FITZSIMMONS ABRAMS, LLP — NONE
- JOHN HANCOCK — NONE
- PROSKAUER ROSE LLP — NONE
- 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: $392,198
- Estimated Expense Ratio: 0.119% 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 | $506,465 | $37,500 | $48,672 | $26,000 | — |
| 2023 | $577,923 | $132,500 | $53,416 | $37,836 | — |
| 2022 | $482,378 | $58,805 | — | — | $153,719 |