Plan Snapshot
- Plan Sponsor: Board Of Trustees, Pension Fund Of Local No. One Of I.A.T.S.E.
- Sponsor EIN: 136414973
- Sponsor Address: 320 WEST 46TH STREET, NEW YORK, NY, 100363845
- Plan Type: DB
- Total Participants: 2,260
- Total Assets: $664.8M
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 | 2,260 | $664.8M | $29.0M | $0 |
| 2023 | 2,004 | $629.0M | $26.2M | $0 |
| 2022 | 1,383 | $593.1M | $24.6M | $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 |
|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI, LLP | Auditor | $65,750 | — | $65,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTHEIS & PANETTIERI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,750
- Estimated Expense Ratio: 0.010% 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 | $3,689,867 | $2,012,047 | — | $65,750 | — |
| 2023 | $3,526,877 | $2,246,927 | — | $62,168 | — |
| 2022 | $3,626,198 | $2,325,230 | — | — | $618,480 |