Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Teamsters Local 617 Pension Fund
- Sponsor EIN: 237356773
- Sponsor Address: 587 BERGEN BOULEVARD, RIDGEFIELD, NJ, 076570225
- Plan Type: DB
- Total Participants: 4
- Total Assets: $160.9M
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. |
|---|---|---|---|---|
| 2025 | 4 | $160.9M | $0 | $0 |
| 2024 | 4 | $162.9M | $0 | $0 |
| 2023 | 5 | $165.7M | $0 | $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 |
|---|---|---|---|---|
| MSPC CPAS & ADVISORS, P.C. | Auditor | $25,493 | — | $25,493 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MSPC CPAS & ADVISORS, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,493
- Estimated Expense Ratio: 0.016% 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 |
|---|---|---|---|---|---|
| 2025 | $1,980,304 | $263,612 | — | $25,493 | — |
| 2024 | $918,099 | $248,988 | — | $7,483 | — |
| 2023 | $610,434 | $72,104 | — | — | $170,625 |