# Board Of Trustees, Pension Fund Of Local No. One Of I.A.T.S.E. DB Plan Source: https://planprovider.pro/companies/board-of-trustees-pension-fund-of-local-no-one-of-i-a-t-s-e-plan > Board Of Trustees, Pension Fund Of Local No. One Of I.A.T.S.E.'s DB plan: 2,260 participants, plan year 2024 financials, providers, and benchmarks from Form… Form 5500 filing data for plan year 2024. ## 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| | JP MORGAN INV. MGMT. INC.|NONE|$709,779|—|$709,779| | ULLICO INVESTMENT ADVISORS INC.|NONE|$403,147|—|$403,147| | BNY MELLON INV MGMT. CAYMAN LTD.|NONE|$299,894|—|$299,894| | LOOMIS SAYLES AND COMPANY|NONE|$289,744|—|$289,744| | PROSKAUER ROSE LLP|NONE|$282,594|—|$282,594| | HOLLY UBILLA|NONE|$275,050|—|$275,050| | SPIVAK LIPTON LLP|NONE|$160,491|—|$160,491| | THE SEGAL COMPANY (EASTERN STATES)|NONE|$150,683|—|$150,683| | DUCENTA SQUARED ASSET MANAGEMENT|NONE|$144,808|—|$144,808| | MEKETA FIDUCIARY MANAGEMENT, LLC|NONE|$134,311|—|$134,311| | GLORIA SHEA|NONE|$122,886|—|$122,886| | MARIANN ZAPPALLA|NONE|$109,891|—|$109,891| | COLBERT CAMBRAN|NONE|$99,916|—|$99,916| | SHIRLEY NELSON|NONE|$84,581|—|$84,581| | TINA TATUM|NONE|$84,098|—|$84,098| | SCHULTHEIS & PANETTIERI, LLP|NONE|$81,999|—|$81,999| | DENISE CARMONA|NONE|$77,393|—|$77,393| | GALLAGHER FIDUCIARY ADVISORS LLC|NONE|$76,479|—|$76,479| | INTECH INVESTMENT MANAGEMENT LLC|NONE|$63,915|—|$63,915| | EWELINA ABUGOV|NONE|$63,401|—|$63,401| | COMERICA INC|NONE|$55,871|—|$55,871| | DIMENSIONAL FUND ADVISORS|NONE|$48,334|—|$48,334| | PWC CONSULTING|NONE|$25,837|—|$25,837| | SEGAL SELECT INSURANCE SERVICES,INC|NONE|—|$20,383|$20,383| | COMPREHENSIVE CONSULTING SOLUTIONS|NONE|$18,140|—|$18,140| | STATE STREET GLOBAL ADVISORS|NONE|$15,649|—|$15,649| | ADEPTUS ADVISORS, LLC|NONE|$14,050|—|$14,050| | SYNTONIC SYSTEMS, INC.|NONE|$8,424|—|$8,424| | PYLON LOGISTICS|NONE|$6,126|—|$6,126| | 9 TO 5 OFFICE SUPPLIES|NONE|$5,801|—|$5,801| | PRELUDE CONSULTING, INC.|NONE|$5,384|—|$5,384| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [JP MORGAN INV. MGMT. INC.](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE - [PROSKAUER ROSE LLP](https://planprovider.pro/provider/proskauer-rose-llp) — NONE - [SCHULTHEIS & PANETTIERI, LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — NONE - [GALLAGHER FIDUCIARY ADVISORS LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — NONE ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $3,939,059 - **Estimated Expense Ratio:** 0.592% 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| ## Similar Plans - [Warner Music Group](https://planprovider.pro/companies/warner-music-group-401k-plan) — 2,173 participants - [Cirque Du Soleil Holding Usa Newco INC.](https://planprovider.pro/companies/cirque-du-soleil-holding-usa-newco-inc-401k-plan) — 1,992 participants - [Board Of Trustees Of The Iatse Local 764 401k Plan](https://planprovider.pro/companies/board-of-trustees-of-the-iatse-local-764-401k-plan-plan) — 1,841 participants - [New York City Ballet, INC](https://planprovider.pro/companies/new-york-city-ballet-inc-403b-plan) — 1,370 participants - [Metropolitan Opera Association, INC.](https://planprovider.pro/companies/metropolitan-opera-association-inc-403b-plan-010) — 859 participants - [Board Of Trustees I.A.T.S.E. 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