# Cost Of Living Fund Of Local 274 Health & Welfare Plan
Source: https://planprovider.pro/companies/cost-of-living-fund-of-local-274-262611534-501

> Cost Of Living Fund Of Local 274's Health & Welfare plan: 325 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cost Of Living Fund Of Local 274

- **Sponsor EIN:** 262611534

- **Sponsor Address:** 36 HOPATCHUNG ROAD, HOPATCONG, NJ, 07843

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 325

- **Total Assets:** $256,416

## 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|325|$256,416|$247,581|$0|

| 2023|276|$235,382|$226,019|$0|

| 2022|198|$214,117|$206,765|$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|

| DAVID A. GERSON CPA & ASSOCIATES PC|Other Service Provider|$7,500|—|$7,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $7,500

- **Estimated Expense Ratio:** 2.925% 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|$14,992|—|$4,324|$7,500|—|

| 2023|$13,645|—|$3,389|$7,000|—|

| 2022|$11,838|—|$3,921|—|$7,000|

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