Plan Snapshot
- Plan Sponsor: Hollow Metal Pension Fund
- Sponsor EIN: 112758544
- Sponsor Address: 395 HUDSON ST., 9TH FL., NEW YORK, NY, 100143695
- Plan Type: DB
- Total Participants: 363
- Total Assets: $77.1M
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 | 363 | $77.1M | $1.4M | $0 |
| 2023 | 394 | $78.9M | $1.3M | $0 |
| 2022 | 423 | $82.5M | $1.3M | $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 |
|---|---|---|---|---|
| VANESSA WHARTON | EMPLOYEE | — | $96,097 | $96,097 |
| DENISE ORTIZ | EMPLOYEE | — | $91,799 | $91,799 |
| KELSEY SOTO-FELIZ | EMPLOYEE | — | $85,676 | $85,676 |
| INVESTMENT PERFORMANCE SERVICES | NONE | $67,500 | — | $67,500 |
| BRIDGEWAY BENEFIT TECHNOLIGOES | NONE | $60,189 | — | $60,189 |
| JOSEPH RED | EMPLOYEE | — | $59,794 | $59,794 |
| FIRST ACTUARIAL CONSULTING INC | NONE | $59,400 | — | $59,400 |
| PEARSON KYSHIMA | EMPLOYEE | — | $51,779 | $51,779 |
| LOOMIS SAYLES & COMPANY | NONE | $48,825 | — | $48,825 |
| NOVAK FRANCELLA LLC | NONE | $41,405 | — | $41,405 |
| TRIVELLA & FORTE LLP | NONE | $33,600 | — | $33,600 |
| KAUFF MCGUIRE & MARGOLIS LLP | NONE | $29,699 | — | $29,699 |
| WEDGE CAPITAL MANAGEMENT LLP | NONE | $29,659 | — | $29,659 |
| INTERCONTINENTAL REAL ESTATE | NONE | $24,943 | — | $24,943 |
| CHEVY CHASE TRUST COMPANY | NONE | $21,404 | — | $21,404 |
| AMALGAMATED BANK OF NEW YORK | NONE | $17,898 | — | $17,898 |
| SCHULTHEIS & PANETTIERI LLP | NONE | $13,626 | — | $13,626 |
| BLACKROCK INSTITUSTIONAL TRUST CO. | NONE | $12,465 | — | $12,465 |
| HAMILTON LANE ADVISORS, LLC | NONE | — | $12,150 | $12,150 |
| PENSION BENEFIT INFORMATION INC | NONE | $9,764 | — | $9,764 |
| VIRGINIA & AMBINDER LLP | NONE | $9,207 | — | $9,207 |
| SEGALL BRYANT & HAMILL | NONE | $7,252 | — | $7,252 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA LLC — NONE
- SCHULTHEIS & PANETTIERI LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $884,131
- Estimated Expense Ratio: 1.147% 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 | $1,375,316 | $213,048 | — | $33,000 | — |
| 2023 | $1,321,318 | $268,743 | — | $33,000 | — |
| 2022 | $1,234,507 | $337,889 | — | — | $223,677 |