Plan Snapshot
- Plan Sponsor: Dc 37 Local 389 Home Care Employees Pension Fund
- Sponsor EIN: 133698650
- Sponsor Address: 420 WEST 45TH STREET, NEW YORK, NY, 10036
- Plan Type: DB
- Total Participants: 965
- Total Assets: $56.1M
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 | 965 | $56.1M | $880,995 | $0 |
| 2023 | 1,066 | $59.4M | $934,839 | $0 |
| 2022 | 1,147 | $59.1M | $1.0M | $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 |
|---|---|---|---|---|
| DICTRICT COUNCIL 37 LOCAL 389 WF | Other Service Provider | $502,257 | — | $502,257 |
| MILLIMAN, INC. | Actuary | $79,234 | — | $79,234 |
| AMERICAN CORE REALTY FUND | Other Service Provider | $73,786 | — | $73,786 |
| SEGAL MARCO ADVISORS INC | Investment Advisor | $48,333 | — | $48,333 |
| DANIEL H. COOK ASSOCIATES INC | Other Service Provider | $42,012 | — | $42,012 |
| ROGOFF & COMPANY PC | Auditor | $37,000 | — | $37,000 |
| INVESCO TRUST COMPANY | Investment Advisor | $21,095 | — | $21,095 |
| COHEN WEISS & SIMON LLP | ERISA Attorney | $14,494 | — | $14,494 |
| FORD HARRISON LLP | ERISA Attorney | $7,405 | — | $7,405 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Actuary
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $825,616
- Estimated Expense Ratio: 1.471% 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 | $1,199,311 | $143,214 | — | $37,000 | — |
| 2023 | $1,261,854 | $153,574 | — | $36,000 | — |
| 2022 | $1,230,003 | $169,922 | — | — | $216,075 |