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

> Board Of Trustees Of Metal Lathers Local 46 Pension Fund's DB plan: 802 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 Pension Fund

- **Sponsor EIN:** 136106419

- **Sponsor Address:** 61-02 32ND AVENUE, WOODSIDE, NY, 11377

- **Plan Type:** DB

- **Total Participants:** 802

- **Total Assets:** $545.3M

## 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|802|$545.3M|$10.8M|$0|

| 2023|874|$506.1M|$12.2M|$0|

| 2022|968|$461.7M|$11.9M|$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|

| ULLICO INVESTMENT ADVISORS|NE|$571,993|—|$571,993|

| FENIMORE ASSET MANAGEMENT|NONE|$217,543|—|$217,543|

| RBC GLOBAL ASSET MANAGEMENT|NONE|$133,441|—|$133,441|

| WILMINGTON TRUST, NA|NONE|$108,664|—|$108,664|

| CRESCENT CAPITAL|NONE|$100,394|—|$100,394|

| FITZSIMMONS ABRAMS, LLP|NONE|$97,420|—|$97,420|

| GROSVENOR CAPITAL MANAGEMENT, L.P|NONE|$95,761|—|$95,761|

| EAGLE ASSET MANAGEMENT|NONE|$94,601|—|$94,601|

| PROSKAUER ROSE LLP|NONE|$89,868|—|$89,868|

| THE SEGAL COMPANY|NONE|$77,000|—|$77,000|

| MACKAY SHIELDS|NONE|$60,495|—|$60,495|

| SYLVIA REYES|EMPLOYEE|$54,000|—|$54,000|

| MARSHALL AND MOSS, LLP|NONE|$48,457|—|$48,457|

| CALIBRE CPA GROUP PLLC|NONE|$37,000|—|$37,000|

| COLLERAN O'HARA & MILLS LLP|NONE|$36,069|—|$36,069|

| REYNOLDS CONSULTING SERVICES, LLC|NONE|$35,000|—|$35,000|

| JBM COMPUTER CONSULTANTS INC|NONE|$33,572|—|$33,572|

| SEGAL SELECT INSURANCE SERVICES|NONE|$24,863|—|$24,863|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RBC GLOBAL ASSET MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — NONE

- [FITZSIMMONS ABRAMS, LLP](https://planprovider.pro/provider/fitzsimmons-abrams-llp) — 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:** $1,916,141

- **Estimated Expense Ratio:** 0.351% 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|$2,800,535|$2,117,623|$44,928|$37,000|—|

| 2023|$2,780,465|$1,972,271|$49,307|$37,000|—|

| 2022|$2,055,891|$1,342,372|—|—|$314,793|

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