# Board Of Trustees Of Metal Lathers Local 46 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-metal-lathers-local-46-annuity-fund-plan

> Board Of Trustees Of Metal Lathers Local 46 Annuity Fund's DC plan: 1,823 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 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](https://planprovider.pro/provider/fitzsimmons-abrams-llp) — NONE

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — NONE

- [PROSKAUER ROSE LLP](https://planprovider.pro/provider/proskauer-rose-llp) — NONE

- [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:** $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|

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