# Board Of Trustees Of The District 65 Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-district-65-pension-plan-136600145-001

> Board Of Trustees Of The District 65 Pension Plan's DB plan: 0 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 The District 65 Pension Plan

- **Sponsor EIN:** 136600145

- **Sponsor Address:** 830 BEAR TAVERN ROAD, WEST TRENTON, NJ, 08628

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $2.1M

## 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|0|$2.1M|$0|$0|

| 2023|0|$2.1M|$0|$0|

| 2022|0|$2.1M|$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|

| I.E.SHAFFER & CO|Other Service Provider|$198,000|—|$198,000|

| BARATZ & ASSOCIATES, P.A.|Auditor|$15,900|—|$15,900|

| LARRY MAGARIK, ESQ|Other Service Provider|$15,210|—|$15,210|

| FIRST ACTUARIAL CONSULTING, INC|Other Service Provider|$13,179|—|$13,179|

| CLEARY, JOSEM & TRIGIANI, LLP|Other Service Provider|$11,000|—|$11,000|

| SCHULTE ROTH & ZABEL LLP|ERISA Attorney|$10,724|—|$10,724|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BARATZ & ASSOCIATES, P.A.](https://planprovider.pro/provider/baratz-and-associates-pa) — Auditor

- [SCHULTE ROTH & ZABEL LLP](https://planprovider.pro/provider/schulte-roth-and-zabel-llp) — ERISA Attorney

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $264,013

- **Estimated Expense Ratio:** 12.332% 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|$300,718|—|$198,000|$15,900|—|

| 2023|$270,765|—|$180,055|$15,500|—|

| 2022|$255,641|—|$175,978|—|$40,823|

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