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
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $2.1M | $0 | $0 |
| 2024 | 0 | $2.1M | $0 | $0 |
| 2023 | 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 |
|---|---|---|---|---|
| BARATZ & ASSOCIATES, P.A. | Auditor | $15,900 | — | $15,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARATZ & ASSOCIATES, P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,900
- Estimated Expense Ratio: 0.743% 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 | $300,718 | — | $198,000 | $15,900 | — |
| 2024 | $270,765 | — | $180,055 | $15,500 | — |
| 2023 | $255,641 | — | $175,978 | — | $40,823 |