# Board Of Trustees Of Smw Lu No. 28 Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-smw-lu-no-28-pension-fund-plan

> Board Of Trustees Of Smw Lu No. 28 Pension Fund's DB plan: 1,989 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 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|NONE|$130,544|—|$130,544|

| MILLIMAN, INC|NONE|$83,220|—|$83,220|

| LOOMIS, SAYLES & COMPANY|NONE|$74,213|—|$74,213|

| RICHIE KNICE|EMPLOYEE|$73,663|—|$73,663|

| FENIMORE ASSET MANAGEMENT|NONE|$72,724|—|$72,724|

| GLEN CAMISA|EMPLOYEE|$61,194|—|$61,194|

| CALIBRE CPA GROUP, PLLC|NONE|$56,774|—|$56,774|

| PROSKAUER ROSE, LLP|NONE|$53,390|—|$53,390|

| CARLOS ANDRADE|EMPLOYEE|$47,458|—|$47,458|

| EAGLE ASSET MANAGEMENT|NONE|$44,666|—|$44,666|

| ANGELICA DARBY|EMPLOYEE|$44,108|—|$44,108|

| MCMORGAN & COMPANY LLC|NONE|$41,103|—|$41,103|

| CHRISTINA OVERTON|EMPLOYEE|$38,290|—|$38,290|

| REYNOLDS CONSULTING SERVICES|NONE|$29,150|—|$29,150|

| ROBERT KATUNA|EMPLOYEE|$28,708|—|$28,708|

| COLLERAN, O'HARA & MILLS LLP|NONE|$26,115|—|$26,115|

| HARDING LOEVNER|NONE|$24,372|—|$24,372|

| SYNTONIC SYSTEM, INC|NONE|$20,612|—|$20,612|

| RBC GLOBAL ASSET MANAGEMENT|NONE|$20,586|—|$20,586|

| AMALGAMATED BANK|NONE|$17,608|—|$17,608|

| FLEXIBLE BUSINESS SYSTEMS|NONE|$16,554|—|$16,554|

| DATA RESEARCH GROUP|NONE|$11,316|—|$11,316|

| SCHULTHEIS & PANETTIERI, LLP|NONE|$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](https://planprovider.pro/provider/milliman) — NONE

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — NONE

- [HARDING LOEVNER](https://planprovider.pro/provider/harding-loevner-lp) — NONE

- [RBC GLOBAL ASSET MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — NONE

- [SCHULTHEIS & PANETTIERI, LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — NONE

## 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|

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