Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Smw Lu No. 28 Pension Fund
- Sponsor EIN: 112480671
- Sponsor Address: 195 MINEOLA BLVD., MINEOLA, NY, 115012524
- Plan Type: DB
- Total Participants: 1,989
- Total Assets: $364.3M
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 | 1,989 | $364.3M | $13.1M | $0 |
| 2023 | 2,021 | $330.3M | $13.6M | $0 |
| 2022 | 2,252 | $299.4M | $15.1M | $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 |
|---|---|---|---|---|
| WESTFIELD CAPITAL MANAGEMENT LP | Other Service Provider | $130,544 | — | $130,544 |
| MILLIMAN, INC | Recordkeeper | $83,220 | — | $83,220 |
| LOOMIS, SAYLES & COMPANY | Other Service Provider | $74,213 | — | $74,213 |
| RICHIE KNICE | Other Service Provider | $73,663 | — | $73,663 |
| FENIMORE ASSET MANAGEMENT | Other Service Provider | $72,724 | — | $72,724 |
| GLEN CAMISA | Other Service Provider | $61,194 | — | $61,194 |
| CALIBRE CPA GROUP, PLLC | Auditor | $56,774 | — | $56,774 |
| PROSKAUER ROSE, LLP | Other Service Provider | $53,390 | — | $53,390 |
| CARLOS ANDRADE | Other Service Provider | $47,458 | — | $47,458 |
| EAGLE ASSET MANAGEMENT | Other Service Provider | $44,666 | — | $44,666 |
| ANGELICA DARBY | Other Service Provider | $44,108 | — | $44,108 |
| MCMORGAN & COMPANY LLC | Other Service Provider | $41,103 | — | $41,103 |
| CHRISTINA OVERTON | Other Service Provider | $38,290 | — | $38,290 |
| REYNOLDS CONSULTING SERVICES | Other Service Provider | $29,150 | — | $29,150 |
| ROBERT KATUNA | Other Service Provider | $28,708 | — | $28,708 |
| COLLERAN, O'HARA & MILLS LLP | Other Service Provider | $26,115 | — | $26,115 |
| HARDING LOEVNER | Investment Advisor | $24,372 | — | $24,372 |
| SYNTONIC SYSTEM, INC | Other Service Provider | $20,612 | — | $20,612 |
| RBC GLOBAL ASSET MANAGEMENT | Recordkeeper | $20,586 | — | $20,586 |
| AMALGAMATED BANK | Other Service Provider | $17,608 | — | $17,608 |
| FLEXIBLE BUSINESS SYSTEMS | Other Service Provider | $16,554 | — | $16,554 |
| DATA RESEARCH GROUP | Other Service Provider | $11,316 | — | $11,316 |
| SCHULTHEIS & PANETTIERI, LLP | Auditor | $9,749 | — | $9,749 |
| PITNEY BOWES GLOBAL FINANCIAL | Other Service Provider | $9,370 | — | $9,370 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC — Recordkeeper
- CALIBRE CPA GROUP, PLLC — Auditor
- HARDING LOEVNER — Investment Advisor
- RBC GLOBAL ASSET MANAGEMENT — Recordkeeper
- SCHULTHEIS & PANETTIERI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,035,487
- Estimated Expense Ratio: 0.284% 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 | $1,756,188 | $673,715 | — | $42,900 | — |
| 2023 | $1,521,556 | $551,955 | — | $42,900 | — |
| 2022 | $1,601,549 | $533,693 | — | — | $301,321 |