Plan Snapshot
- Plan Sponsor: Board Of Trustees Teamsters Local 210 Affiliated Pension Trust Fund
- Sponsor EIN: 203856052
- Sponsor Address: 655 THIRD AVE, NEW YORK, NY, 10017
- Plan Type: DB
- Total Participants: 994
- Total Assets: $154.7M
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 | 994 | $154.7M | $2.8M | $0 |
| 2023 | 934 | $156.9M | $2.6M | $0 |
| 2022 | 926 | $161.6M | $2.5M | $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 |
|---|---|---|---|---|
| SAVASTA AND COMPANY INC | TPA/ACTUARY | $944,100 | — | $944,100 |
| INVESTMENT CONSULTING SERVICES LLC | NONE | $125,000 | — | $125,000 |
| BOSTON TRUST & INVESTMENT MANAGEMEN | NONE | $47,226 | — | $47,226 |
| SAMUEL GOLDSTEIN & CO., P.C. | NONE | $43,995 | — | $43,995 |
| M & T INVESTMENT GROUP | CUSTODIAN | $40,000 | — | $40,000 |
| WEAVER AND TIDWELL, L.L.P. | NONE | $36,068 | — | $36,068 |
| F/M INVESTMENTS, LLC | NONE | $22,162 | — | $22,162 |
| BOYD WATTERSON ASSET MANGAEMENT LLC | NONE | $15,288 | — | $15,288 |
| RHUMBLINE ADVISORS LIMITED PARTNERS | NONE | $8,803 | — | $8,803 |
| ZIEGLER CAPITAL MANAGEMENT LLC | NONE | $6,436 | — | $6,436 |
| MANNING & RUSSO | NONE | $5,355 | — | $5,355 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAMUEL GOLDSTEIN & CO., P.C. — NONE
- M & T INVESTMENT GROUP — CUSTODIAN
- WEAVER AND TIDWELL, L.L.P. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,294,433
- Estimated Expense Ratio: 0.837% 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 | $1,662,326 | $264,915 | $889,100 | $43,995 | — |
| 2023 | $1,748,727 | $267,221 | $868,800 | $45,000 | — |
| 2022 | $2,002,139 | $277,108 | $876,839 | — | $307,808 |