# Excavators Union Pension Fund Loca DB Plan Source: https://planprovider.pro/companies/excavators-union-pension-fund-loca-plan > Excavators Union Pension Fund Loca's DB plan: 5,553 participants, plan year 2024 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Excavators Union Pension Fund Loca - **Sponsor EIN:** 131809825 - **Sponsor Address:** 34-11 35TH AVENUE, ASTORIA, NY, 11106 - **Plan Type:** DB - **Total Participants:** 5,553 - **Total Assets:** $3.0B ## 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|5,553|$3.0B|$146.4M|$0| | 2023|5,257|$2.6B|$133.9M|$0| | 2022|5,279|$2.3B|$127.0M|$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| | WEDGE CAPITAL MGMT|NONE|$1,224,588|—|$1,224,588| | ATALANTA SOSNOFF CAPITAL LLC|NONE|$1,134,029|—|$1,134,029| | MARTINGALE|NONE|$1,011,741|—|$1,011,741| | STACEY BRAUN|NONE|$889,604|—|$889,604| | BHMS|NONE|$813,185|—|$813,185| | PRUDENTIAL TRUST CO (PGIM)|NONE|$615,363|—|$615,363| | PIMCO|NONE|$543,113|—|$543,113| | ALLIANCE BERNSTEIN|NONE|$534,195|—|$534,195| | JP MORGAN|NONE|$451,259|—|$451,259| | MELVIN FEDER|ATTORNEY|$333,060|—|$333,060| | M KEY II|NONE|$262,717|—|$262,717| | CASTIGLIA LLP|AUDITOR|$243,970|—|$243,970| | P D'ABBRACCIO|NONE|$230,627|—|$230,627| | THE SEGAL COMPANY|ACTUARY|$205,992|—|$205,992| | M REID|NONE|$183,175|—|$183,175| | A TODARO|NONE|$171,138|—|$171,138| | A D'ABBRACCIO|NONE|$133,180|—|$133,180| | C NETHAWAY|NONE|$132,204|—|$132,204| | M HOLGUIN|NONE|$106,932|—|$106,932| | M CAVALLO|NONE|$104,163|—|$104,163| | M FERNANDEZ|NONE|$103,011|—|$103,011| | A PICIULLO|NONE|$100,152|—|$100,152| | ADP|NONE|$99,499|—|$99,499| | R JABLONOWSKI|NONE|$89,474|—|$89,474| | MERRILL LYNCH|NONE|$85,500|—|$85,500| | A RILEY|NONE|$84,117|—|$84,117| | A GUARDERAS|NONE|$70,684|—|$70,684| | M SIMONE|NONE|$67,571|—|$67,571| | C CHINAPEN|NONE|$66,679|—|$66,679| | J VARDOULIAS|NONE|$65,560|—|$65,560| | J CRESPO|NONE|$63,362|—|$63,362| | R FERNANDEZ|NONE|$47,308|—|$47,308| | BRIDGEWAY BENEFIT TECH|NONE|$45,048|—|$45,048| | PREMIER TECHNOLOGY SOLUTIONS|NONE|$40,746|—|$40,746| | SYNTONIC SYSTEMS|NONE|$13,530|—|$13,530| | 3P ADMIN SOLUTIONS|NONE|$13,200|—|$13,200| | STEPHEN O'BEIRNE|NONE|$9,934|—|$9,934| | LERNER LAW FIRM|ATTORNEY|$7,995|—|$7,995| | UNION NETWORKING|NONE|$5,819|—|$5,819| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [JP MORGAN](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE - [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — NONE ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $10,403,424 - **Estimated Expense Ratio:** 0.344% 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|$11,269,363|$6,851,318|—|$166,618|—| | 2023|$10,244,509|$5,921,135|—|$165,056|—| | 2022|$9,692,275|$5,883,707|—|—|$790,711| ## Similar Plans - [Bd Of Trustees Annuity Fund Of The Iuoe Lcl Union 94, 94a, 94b Afl-Cio](https://planprovider.pro/companies/bd-of-trustees-annuity-fund-of-the-iuoe-lcl-union-94-94a-94b-afl-cio-plan) — 5,885 participants - [Bd Of Trustees Iuoe Local 30 Annuity Fund](https://planprovider.pro/companies/bd-of-trustees-iuoe-local-30-annuity-fund-plan) — 4,267 participants - [Board Of Trustees Of Smw Lu No. 28 Annuity Fund](https://planprovider.pro/companies/board-of-trustees-of-smw-lu-no-28-annuity-fund-plan) — 3,683 participants - [Board Of Trustees Local 580 Annuity Fund](https://planprovider.pro/companies/board-of-trustees-local-580-annuity-fund-plan-002) — 3,126 participants - [Bd Of Trustees Iuoe Local 30 Pension Fund](https://planprovider.pro/companies/bd-of-trustees-iuoe-local-30-pension-fund-plan) — 2,514 participants - [Board Of Trustees Local 580 Annuity Fund](https://planprovider.pro/companies/board-of-trustees-local-580-annuity-fund-plan-001) — 2,391 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/excavators-union-pension-fund-loca-plan) © 2026 PlanProvider.Pro