# Joint Board Of Trustees Ldc Of Va Pension Trust Fund DB Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-ldc-of-va-pension-trust-fund-plan

> Joint Board Of Trustees Ldc Of Va Pension Trust Fund's DB plan: 116 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trustees Ldc Of Va Pension Trust Fund

- **Sponsor EIN:** 546117299

- **Sponsor Address:** P.O. BOX 1769, SALEM, VA, 24153

- **Plan Type:** DB

- **Total Participants:** 116

- **Total Assets:** $24.2M

## 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|116|$24.2M|$349,064|$0|

| 2023|145|$24.0M|$545,908|$0|

| 2022|136|$22.5M|$726,096|$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|

| ANDERSON & REED, LLP|Auditor|$16,000|—|$16,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ANDERSON & REED, LLP](https://planprovider.pro/provider/anderson-and-reed-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $16,000

- **Estimated Expense Ratio:** 0.066% 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|$301,607|$118,803|$49,740|$16,000|—|

| 2023|$325,301|$143,014|$49,740|$16,000|—|

| 2022|$328,233|$154,992|$49,740|—|$76,053|

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