Plan Snapshot
- Plan Sponsor: Board Of Trustees Tile Layers Union Local No. 52 Ny Pension Fund
- Sponsor EIN: 135635004
- Sponsor Address: 1040 AVENUE OF THE AMERICAS,, NEW YORK, NY, 10018
- Plan Type: DB
- Total Participants: 923
- Total Assets: $165.4M
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 | 923 | $165.4M | $2.1M | $0 |
| 2023 | 955 | $150.4M | $2.3M | $0 |
| 2022 | 1,080 | $134.6M | $3.1M | $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 |
|---|---|---|---|---|
| CRESCENT CAPITAL | Other Service Provider | $805,465 | — | $805,465 |
| ULLICO INVESTMENT ADVISORS, INC. | Other Service Provider | $216,408 | — | $216,408 |
| DANIEL H. COOK ASSOCIATES, INC. | Other Service Provider | $172,739 | — | $172,739 |
| BOYD WATTERSON GSA FUND, LP | Other Service Provider | $151,771 | — | $151,771 |
| OGLETREE DEAKINS | ERISA Attorney | $93,698 | — | $93,698 |
| U.S. REAL ESTATE INVESTMENT FUND LL | Other Service Provider | $88,147 | — | $88,147 |
| BANK OF NY MELLON | Other Service Provider | $78,099 | — | $78,099 |
| O'CONNOR DAVIES LLP | Recordkeeper | $77,200 | — | $77,200 |
| THE SEGAL GROUP INC. | Other Service Provider | $76,888 | — | $76,888 |
| COLOMBIA MANAGEMENT INVESTMENT | Other Service Provider | $75,351 | — | $75,351 |
| VIRGINA & AMBINDER | Other Service Provider | $40,674 | — | $40,674 |
| CADENCE CAPITAL | Other Service Provider | $36,596 | — | $36,596 |
| REYNOLDS SECURITIES LTD. | Other Service Provider | $35,384 | — | $35,384 |
| AMALGAMATED BANK OF NY | Other Service Provider | $17,649 | — | $17,649 |
| WILLMINGTON TRUST | Other Service Provider | $15,000 | — | $15,000 |
| LITTLER MENDELSON | Other Service Provider | $7,500 | — | $7,500 |
| PRUDENTIAL INSURANCE | Other Service Provider | $7,388 | — | $7,388 |
| HOROWITZ LAW GROUP, PLLC | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OGLETREE DEAKINS — ERISA Attorney
- O'CONNOR DAVIES LLP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,000,957
- Estimated Expense Ratio: 1.210% 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 | $2,874,335 | $1,527,275 | $172,739 | $77,200 | — |
| 2023 | $1,877,225 | $1,395,140 | $172,444 | $94,500 | — |
| 2022 | $1,670,131 | $1,098,599 | $185,507 | — | $259,923 |