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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | Auditor | $42,900 | — | $42,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,900
- Estimated Expense Ratio: 0.012% 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 |