Plan Snapshot
- Plan Sponsor: Board Of Trustees
- Sponsor EIN: 133769078
- Sponsor Address: 10 EXCHANGE PLACE, JERSEY CITY, NJ, 07302
- Plan Type: DC
- Total Participants: 4,643
- Total Assets: $936.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,643 | $936.2M | $62.9M | $0 |
| 2023 | 4,689 | $787.2M | $57.9M | $0 |
| 2022 | 4,634 | $658.6M | $63.6M | $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 |
|---|---|---|---|---|
| NYSA-ILA PENSION TRUST FD | ADMINISTRATIVE SERVICE | $745,605 | — | $745,605 |
| JOHN HANCOCK RETIREMENT PLAN SERVIC | CUSTODIAN | $33,768 | $176,732 | $210,500 |
| REYNOLDS CONSULTING SVCS, LLC | INV CONSULT | $185,794 | — | $185,794 |
| THE LAMBOS FIRM, LLP | CO-COUNSEL | $28,878 | — | $28,878 |
| DESENA & CO, CPAS, LLC | AUDITOR | $17,770 | — | $17,770 |
| ROLLS OFFSET FINANCIAL PRINTING LLC | PRINTING & MAILING SVCS | $9,452 | — | $9,452 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NYSA-ILA PENSION TRUST FD — ADMINISTRATIVE SERVICE
- JOHN HANCOCK RETIREMENT PLAN SERVIC — CUSTODIAN
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,197,999
- Estimated Expense Ratio: 0.128% 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 | $1,032,593 | $185,794 | — | $17,770 | — |
| 2023 | $912,783 | $93,715 | — | $19,370 | — |
| 2022 | $908,552 | $87,476 | $7,118 | — | $66,158 |