# Hollow Metal Pension Fund DB Plan
Source: https://planprovider.pro/companies/hollow-metal-pension-fund-plan

> Hollow Metal Pension Fund&#39;s DB plan: 363 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/novak-francella-llc) — NONE

- [SCHULTHEIS & PANETTIERI LLP](https://planprovider.pro/provider/schultheis-and-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|

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