# Board Of Trustees Of The Road Carriers Local 707 Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-road-carriers-local-707-pension-fund-516106510-001

> Board Of Trustees Of The Road Carriers Local 707 Pension Fund's DB plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The Road Carriers Local 707 Pension Fund

- **Sponsor EIN:** 516106510

- **Sponsor Address:** 14 FRONT STREET, HEMPSTEAD, NY, 115503602

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 133

- **Total Assets:** $663.5M

## 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|133|$663.5M|$2.6M|$0|

| 2023|520|$689.4M|$3.3M|$0|

| 2022|686|$680.4M|$4.1M|$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|

| SLC MANAGEMENT, LLC|Other Service Provider|$362,457|—|$362,457|

| ROAD CARRIERS LOCAL 707 WELFARE FD|Other Service Provider|$281,282|—|$281,282|

| GREAT LAKES ADVISORS|Other Service Provider|$245,943|—|$245,943|

| GROOM LAW GROUP, CHARTERED|ERISA Attorney|$239,010|—|$239,010|

| PIMCO|Other Service Provider|$163,225|—|$163,225|

| LOOMIS SAYLES AND CO., LP|Other Service Provider|$140,186|—|$140,186|

| BOYD WATTERSON ASSET MANAGEMENT LLC|Other Service Provider|$114,729|—|$114,729|

| BANK OF NEW YORK MELLON|Other Service Provider|$103,427|—|$103,427|

| CARY KANE LLP|Other Service Provider|$102,896|—|$102,896|

| SAGE FINANCIAL GROUP, LLC|Other Service Provider|$99,454|—|$99,454|

| MORGAN LEWIS BOCKIUS|ERISA Attorney|$95,827|—|$95,827|

| MORGAN STANLEY SMITH BARNEY LLC|Other Service Provider|$82,493|—|$82,493|

| O'SULLIVAN & ASSOCIATES|Other Service Provider|$73,215|—|$73,215|

| NOVAK FRANCELLA LLC|Auditor|$55,000|—|$55,000|

| PRAGER METIS|Other Service Provider|$54,107|—|$54,107|

| VINCENT CORDATO|Other Service Provider|$23,804|—|$23,804|

| LOCAL 707, IBT|Other Service Provider|$22,576|—|$22,576|

| BRIDGEWAY BENEFIT TECHNOLOGIES LLC|Other Service Provider|$16,817|—|$16,817|

| PERFECT PRINTING SOLUTIONS, INC.|Other Service Provider|$11,851|—|$11,851|

### Verified Provider Profiles

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

- [GROOM LAW GROUP, CHARTERED](https://planprovider.pro/provider/groom-law-group) — ERISA Attorney

- [MORGAN LEWIS BOCKIUS](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ERISA Attorney

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,288,299

- **Estimated Expense Ratio:** 0.345% 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|$2,711,910|$1,208,486|—|$55,000|—|

| 2023|$1,999,713|$839,631|—|$78,000|—|

| 2022|$1,677,315|$365,323|—|—|$312,145|

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