Plan Snapshot
- Plan Sponsor: Glaziers & Glassworkers Local 660 S.U.B. Trust Fund
- Sponsor EIN: 160921100
- Sponsor Address: 585 AERO DRIVE, CHEEKTOWAGA, NY, 14225
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 119
- Total Assets: $1.1M
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 | 119 | $1.1M | $201,364 | $0 |
| 2023 | 132 | $1.1M | $227,312 | $0 |
| 2022 | 142 | $994,388 | $208,274 | $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 |
|---|---|---|---|---|
| TRONCONI SEGARRA & ASSOCIATES LLP | Other Service Provider | $17,991 | — | $17,991 |
| PDC NO. 4 HEALTH & WELFARE FUND | Other Service Provider | $8,106 | — | $8,106 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,097
- Estimated Expense Ratio: 2.341% 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 | $33,393 | $2,499 | — | $17,991 | — |
| 2023 | $30,452 | $2,363 | — | $17,326 | — |
| 2022 | $38,662 | $2,327 | — | — | $19,166 |