Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Teamsters No. 35 Pension Plan
- Sponsor EIN: 221929328
- Sponsor Address: 620 US HIGHWAY 130, TRENTON, NJ, 086912102
- Plan Type: DB
- Total Participants: 448
- Total Assets: $48.5M
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 | 448 | $48.5M | $2.1M | $0 |
| 2023 | 494 | $47.3M | $1.7M | $0 |
| 2022 | 394 | $44.9M | $1.4M | $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 |
|---|---|---|---|---|
| FISCHER DORWART, P.C. | Auditor | $17,550 | — | $17,550 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,550
- Estimated Expense Ratio: 0.036% 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 | $654,094 | $248,584 | $62,500 | $17,550 | — |
| 2023 | $758,117 | $230,447 | — | $18,910 | — |
| 2022 | $789,774 | $306,560 | $67,039 | — | $133,615 |