# Board Of Trustees Of Construction Workers Local 147 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/construction-workers-local-147-annuity-fund-plan

> Board Of Trustees Of Construction Workers Local 147 Annuity Fund's DC plan: 100 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 Of Construction Workers Local 147 Annuity Fund

- **Sponsor EIN:** 133161716

- **Sponsor Address:** 36 HOPATCHUNG ROAD, HOPATCONG, NJ, 078431524

- **Plan Type:** DC

- **Total Participants:** 100

- **Total Assets:** $23.0M

## 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|100|$23.0M|$1.6M|$0|

| 2023|102|$21.5M|$1.1M|$0|

| 2022|76|$20.3M|$624,306|$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|

| BASIL CASTROVINCI ASSOCIATES, INC.|NONE|$54,742|—|$54,742|

| MANNING AND RUSSO, LLC|UNION ATTORNEY|$24,000|—|$24,000|

| MSPC, CPAS AND ADVISORS, P.C.|UNION AUDITORS|$19,385|—|$19,385|

| GOULD, KOBRICK & SCHLAPP, P.C.|NONE|$16,500|—|$16,500|

| AMALGAMATED BANK|NONE|$14,751|—|$14,751|

| INVESTMENT CONSULTING SERVICES|NONE|$11,040|—|$11,040|

| BOYD WATTERSON ASSET MANAGEMENT|NONE|$7,304|—|$7,304|

| F/M INVESTMENTS, LLC|NONE|$7,296|—|$7,296|

### Verified Provider Profiles

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

- [MSPC, CPAS AND ADVISORS, P.C.](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — UNION AUDITORS

- [GOULD, KOBRICK & SCHLAPP, P.C.](https://planprovider.pro/provider/gould-kobrick-and-schlapp-pc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $155,018

- **Estimated Expense Ratio:** 0.675% 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|$163,882|$25,640|$54,742|$35,885|—|

| 2023|$144,444|$42,208|$51,910|$18,500|—|

| 2022|$153,998|$54,138|$50,184|—|$42,500|

## Similar Plans

- [Teamsters Local 676 Employers Annuity Fund](https://planprovider.pro/companies/teamsters-local-676-employers-annuity-fund-plan) — 466 participants

- [Richard E. Pierson Construction Co., INC.](https://planprovider.pro/companies/richard-e-pierson-construction-co-inc-401k-plan) — 541 participants

- [Ferreira Construction Co., INC.](https://planprovider.pro/companies/ferreira-construction-company-inc-401k-plan) — 594 participants

- [Bd Of Trustees Heavy & General Laborers' Of Nj Annuity Fund](https://planprovider.pro/companies/bd-of-trustees-heavy-general-laborers-of-nj-annuity-fund-plan) — 9,133 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/construction-workers-local-147-annuity-fund-plan)

© 2026 PlanProvider.Pro