Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Pension Fund
- Sponsor EIN: 131982707
- Sponsor Address: 140 SYLVAN AVENUE SUITE 303, ENGLEWOOD CLIFFS, NJ, 07632
- Plan Type: DB
- Total Participants: 2,834
- Total Assets: $533.6M
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 | 2,834 | $533.6M | $22.4M | $0 |
| 2023 | 2,441 | $487.6M | $15.7M | $0 |
| 2022 | 3,050 | $440.5M | $22.8M | $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 |
|---|---|---|---|---|
| GOULD KOBRICK & SCHLAPP PC | Auditor | $43,500 | — | $43,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GOULD KOBRICK & SCHLAPP PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,500
- Estimated Expense Ratio: 0.008% 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 | $2,094,023 | $1,198,500 | $152,448 | $43,500 | — |
| 2023 | $1,810,332 | $989,327 | $152,448 | $26,000 | — |
| 2022 | $1,655,887 | $833,446 | $152,448 | — | $429,157 |