# Board Of Trustees Of Pension Fund Of Local 227 DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-pension-fund-of-local-227-plan

> Board Of Trustees Of Pension Fund Of Local 227's DB plan: 4,572 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 Pension Fund Of Local 227

- **Sponsor EIN:** 616054018

- **Sponsor Address:** 2010 NORTHWEST 150 TH AVE, PEMBROKE PINES, FL, 33028

- **Plan Type:** DB

- **Total Participants:** 4,572

- **Total Assets:** $95.5M

## 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|4,572|$95.5M|$0|$0|

| 2023|4,530|$85.4M|$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|

| LEGACY PROFESSIONALS LLP|Auditor|$31,576|—|$31,576|

### Verified Provider Profiles

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

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $31,576

- **Estimated Expense Ratio:** 0.033% 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|$1,642,880|$471,488|$390,136|$31,576|—|

| 2023|$1,559,804|$486,836|$380,621|—|$298,900|

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