Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Perishable Food Industry Pension Fund
- Sponsor EIN: 136100245
- Sponsor Address: 655 THIRD AVENUE, SUITE 1200, NEW YORK, NY, 10017
- Plan Type: DB
- Total Participants: 114
- Total Assets: $20.2M
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 | 114 | $20.2M | $591,976 | $0 |
| 2023 | 123 | $18.1M | $642,161 | $0 |
| 2022 | 125 | $15.9M | $630,670 | $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 |
|---|---|---|---|---|
| SAVASTA AND COMPANY | NONE | $47,800 | — | $47,800 |
| ATALANTA AND SOSNOFF | NONE | $46,109 | — | $46,109 |
| CALIBRE CPA GROUP PLLC | NONE | $24,450 | — | $24,450 |
| QUAN-VEST CONSULTANT | NONE | $18,000 | — | $18,000 |
| COHEN, LEDER, MONTALBANO & GROSSMAN | NONE | $9,350 | — | $9,350 |
| MADON MALIN, PC | NONE | $7,750 | — | $7,750 |
| AMALGAMATED BANK | NONE | $7,398 | — | $7,398 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $160,857
- Estimated Expense Ratio: 0.797% 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 | $218,214 | $83,870 | $29,056 | $19,500 | — |
| 2023 | $204,139 | $56,281 | $29,043 | $18,500 | — |
| 2022 | $215,790 | $79,448 | $27,540 | — | $66,722 |