Plan Snapshot
- Plan Sponsor: Board Of Trustees Op Plasterers & Cement Masons L262 Pension
- Sponsor EIN: 136369468
- Sponsor Address: 1406 BLONDELL AVE, 2ND FLOOR, BRONX, NY, 104612623
- Plan Type: DB
- Total Participants: 260
- Total Assets: $43.5M
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 | 260 | $43.5M | $1.6M | $0 |
| 2023 | 296 | $38.3M | $1.3M | $0 |
| 2022 | 286 | $32.5M | $1.7M | $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 |
|---|---|---|---|---|
| BOYD WATTERSON ASSET MANAGEMENT LLC | NONE | $66,176 | — | $66,176 |
| ULLICO INVESTMENT ADVISORS INC | NONE | $62,518 | — | $62,518 |
| FIRST ACTUARIAL CONSULTING, INC. | NONE | $36,650 | — | $36,650 |
| BARNES, ICCARINO, AND SHEPHERD, LLP | NONE | $27,000 | — | $27,000 |
| FITZSIMMONS ABRAMS LLP | NONE | $25,000 | — | $25,000 |
| REYNOLDS CONSULTING SERVICES, LLC | NONE | $15,207 | — | $15,207 |
| PROSKAUER ROSE LLP | NONE | $13,936 | — | $13,936 |
| CRESCENT CAPITAL HIGH INCOME FUND B | Other Service Provider | $11,631 | — | $11,631 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FITZSIMMONS ABRAMS LLP — NONE
- PROSKAUER ROSE LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $258,118
- Estimated Expense Ratio: 0.594% 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 | $427,450 | $212,817 | — | $38,910 | — |
| 2023 | $393,630 | $151,766 | — | $25,000 | — |
| 2022 | $323,750 | $90,224 | — | — | $135,997 |