# Board Of Trustees Teamsters Local 945 Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-teamsters-local-945-pension-fund-plan

> Board Of Trustees Teamsters Local 945 Pension Fund's DB plan: 385 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Teamsters Local 945 Pension Fund

- **Sponsor EIN:** 226196388

- **Sponsor Address:** 585 HAMBURG TURNPIKE, WAYNE, NJ, 074702024

- **Plan Type:** DB

- **Total Participants:** 385

- **Total Assets:** $100.2M

## 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|385|$100.2M|$3.3M|$0|

| 2023|386|$95.5M|$3.2M|$0|

| 2022|353|$91.4M|$2.9M|$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|

| WESTFIELD CAPITAL MANAGEMENT|NONE|$88,745|—|$88,745|

| LOOMIS SAYLES & COMPANY, LP|NONE|$83,235|—|$83,235|

| INTERCONTINETAL REAL ESTATE CORP.|NONE|$69,296|—|$69,296|

| INVESTMENT PERFORMANCE SERVICES LLC|NONE|$69,250|—|$69,250|

| O'SULLIVAN ASSOCIATES|NONE|$59,950|—|$59,950|

| WEDGE CAPITAL MANAGEMENT, LLP|NONE|$48,905|—|$48,905|

| MSPC|ACCOUNTANT FOR LOCAL 125|$46,499|—|$46,499|

| DAVID BAUMAN|EMPLOYEE|$45,360|—|$45,360|

| AMERICAN REALTY ADVISORS|NONE|$41,794|—|$41,794|

| MB CONNAUGHTON, ESQS, LLC|ATTY FOR LOCAL 125|$38,990|—|$38,990|

| SUSAN ROLPH|EMPLOYEE|$35,321|—|$35,321|

| RBC GLOBAL ASSET MANAGEMENT|NONE|$29,206|—|$29,206|

| ATALANTA SOSNOFF CAPITAL, LLC|NONE|$27,861|—|$27,861|

| BRIDGEWAY BENEFIT TECHNOLOGIES|NONE|$25,999|—|$25,999|

| DEALY, SILBERSTEIN & BRAVERMAN, LLP|NONE|$17,935|—|$17,935|

| AMALGAMATED BANK OF CHICAGO|NONE|$17,552|—|$17,552|

| U.S. BANK NATIONAL ASSOCIATION|NONE|$9,587|—|$9,587|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MSPC](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — ACCOUNTANT FOR LOCAL 125

- [U.S. BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $755,485

- **Estimated Expense Ratio:** 0.754% 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|$1,055,476|$478,794|—|$29,000|—|

| 2023|$1,055,892|$479,742|—|$38,600|—|

| 2022|$1,037,394|$492,128|—|—|$155,484|

## Similar Plans

- [Board Of Trustees Of Teamsters Local 814 Pension Fund](https://planprovider.pro/companies/board-of-trustees-of-teamsters-local-814-pension-fund-plan) — 379 participants

- [Board Of Trustees Of Teamsters Local 814 Annuity Fund](https://planprovider.pro/companies/board-of-trustees-of-teamsters-local-814-annuity-fund-plan) — 401 participants

- [Mccollister'S Transportation Systems INC](https://planprovider.pro/companies/mccollister-s-transportation-systems-inc-401k-plan) — 413 participants

- [Trucking Employees Of North Jersey Pension Fund](https://planprovider.pro/companies/trucking-employees-of-north-jersey-pension-fund-plan) — 349 participants

- [Teamsters Industrial Employees Pension Fund](https://planprovider.pro/companies/teamsters-industrial-employees-pension-fund-plan) — 477 participants

- [Samuel Coraluzzo Co., INC.](https://planprovider.pro/companies/samuel-coraluzzo-co-inc-401k-plan) — 772 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-teamsters-local-945-pension-fund-plan)

© 2026 PlanProvider.Pro