# Board Of Trustees Of The Local 259 Pensi Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-local-259-pension-fund-plan

> Board Of Trustees Of The Local 259 Pensi Pension Fund's DB plan: 908 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 Local 259 Pensi Pension Fund

- **Sponsor EIN:** 136115077

- **Sponsor Address:** 140 SYLVAN AVENUE, ENGLEWOOD CLIFFS, NJ, 076320000

- **Plan Type:** DB

- **Total Participants:** 908

- **Total Assets:** $141.7M

## 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|908|$141.7M|$3.3M|$0|

| 2023|917|$133.1M|$3.8M|$0|

| 2022|950|$124.1M|$3.2M|$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|

| ZENITH AMERICAN SOLUTIONS|PERF. SVCS. FOR REL PLAN|$289,752|—|$289,752|

| ASB CAPITAL MANAGEMENT, LLC|NONE|$147,993|—|$147,993|

| THE SEGAL COMPANY(EASTERN STATES)IN|PERF. SVCS. FOR REL PLAN|$115,448|—|$115,448|

| WEAVER AND TIDWELL, LLP|PERF. SVCS. FOR REL PLAN|$62,062|—|$62,062|

| TARTER KRINSKY & DROGIN|PERF. SVCS. FOR REL PLAN|$50,000|—|$50,000|

| CLEARY, JOSEM & TRIGIANI LLP|SERV. REL. PLAN & UNION|$47,484|—|$47,484|

| AMALGAMATED BANK OF NEW YORK|PERF. SVCS. FOR REL PLAN|$42,591|—|$42,591|

| SEGAL MARCO ADVISORS|NONE|$38,750|—|$38,750|

### Verified Provider Profiles

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

- [WEAVER AND TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — PERF. SVCS. FOR REL PLAN

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $794,080

- **Estimated Expense Ratio:** 0.560% 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|$1,027,443|$223,973|$289,752|$62,062|—|

| 2023|$1,023,753|$253,751|$289,752|$56,895|—|

| 2022|$1,053,355|$334,915|$289,752|—|$210,635|

## Similar Plans

- [Ryan Automotive, LLC](https://planprovider.pro/companies/ryan-automotive-llc-401k-plan) — 990 participants

- [Paul Miller, INC.](https://planprovider.pro/companies/paul-miller-inc-401k-plan) — 655 participants

- [Dover Dodge Chrysler Jeep INC](https://planprovider.pro/companies/dover-dodge-chrysler-jeep-inc-401k-plan) — 577 participants

- [Bob Ciasulli Auto Group, INC.](https://planprovider.pro/companies/bob-ciasulli-auto-group-inc-401k-plan) — 570 participants

- [Ray Catena Motor Car Corporation](https://planprovider.pro/companies/ray-catena-motor-car-corporation-401k-plan) — 1,277 participants

- [Ramsey Auto Group](https://planprovider.pro/companies/ramsey-auto-group-401k-plan) — 436 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-local-259-pension-fund-plan)

© 2026 PlanProvider.Pro