# Board Of Trustees Of Teamsters Local 814 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-teamsters-local-814-annuity-fund-plan

> Board Of Trustees Of Teamsters Local 814 Annuity Fund's DC plan: 401 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 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](https://planprovider.pro/provider/calibre-cpa-group-pllc) — AUDITOR

- [JP MORGAN CHASE BANK, NA](https://planprovider.pro/provider/jp-morgan-asset-management) — 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|

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