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
- Plan Number: 001
- Total Participants: 1,872
- Total Assets: $51.3M
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 | 1,872 | $51.3M | $0 | $0 |
| 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 |
|---|---|---|---|---|
| FABIAN & BYRN, LLC | Other Service Provider | $129,936 | — | $129,936 |
| RAE GROUP, LLC | Other Service Provider | $64,885 | — | $64,885 |
| JFL INT'L EQUITY FUND | Other Service Provider | $64,794 | — | $64,794 |
| AMERICAN CORE REALTY FUND, LLC | Other Service Provider | $53,969 | — | $53,969 |
| HAEFELE, FLANAGAN AND CO. | Other Service Provider | $45,900 | — | $45,900 |
| DAHAB ASSOCIATES | Other Service Provider | $30,776 | — | $30,776 |
| GARCIA HAMILTON | Other Service Provider | $29,698 | — | $29,698 |
| EAST POINT DATA | Other Service Provider | $27,720 | — | $27,720 |
| ZAZZALI FAGELLA NOWAK KLEINBAUM | Other Service Provider | $26,370 | — | $26,370 |
| FISCHER DORWART, P.C. | Other Service Provider | $19,138 | — | $19,138 |
| HAMILTON LANE PRIVATE OFFSHORE FUND | Other Service Provider | $15,969 | — | $15,969 |
| U.S. BANK | Other Service Provider | $11,767 | — | $11,767 |
| ANCERO LLC | Other Service Provider | $5,593 | — | $5,593 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $526,515
- Estimated Expense Ratio: 1.026% 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 | $4,716,117 | $195,206 | $154,936 | $17,550 | — |
| 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 |