Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Teamsters Local 814 Annuity Fund
- Sponsor EIN: 116234357
- Sponsor Address: 810 BELMONT AVENUE, NORTH HALEDON, NJ, 07508
- Plan Type: DC
- Total Participants: 401
- Total Assets: $32.7M
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 | 401 | $32.7M | $1.8M | $0 |
| 2023 | 422 | $31.6M | $1.7M | $0 |
| 2022 | 454 | $29.7M | $1.5M | $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 |
|---|---|---|---|---|
| NORTHERN NJ TEAMSTERS BENEFIT PLAN | NONE | $97,142 | — | $97,142 |
| SEGAL MARCO ADVISORS | NONE | $50,000 | — | $50,000 |
| CALIBRE CPA GROUP, PLLC | AUDITOR | $29,603 | — | $29,603 |
| JP MORGAN CHASE BANK, NA | NONE | $25,172 | — | $25,172 |
| COHEN WEISS AND SIMON LLP | LEGAL COUNSEL | $8,754 | — | $8,754 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP, PLLC — AUDITOR
- JP MORGAN CHASE BANK, NA — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $210,671
- Estimated Expense Ratio: 0.644% 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 | $246,912 | $75,172 | $97,142 | $25,893 | — |
| 2023 | $320,557 | $151,202 | $94,320 | $25,804 | — |
| 2022 | $330,648 | $164,262 | $91,572 | — | $46,080 |