Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees Of Local 153 Pension Fund
- Sponsor EIN: 132864289
- Sponsor Address: 42 BROADWAY, SUITE 1201, NEW YORK, NY, 100043891
- Plan Type: DB
- Total Participants: 1,636
- Total Assets: $129.9M
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 | 1,636 | $129.9M | $7.8M | $0 |
| 2023 | 1,722 | $139.0M | $7.4M | $0 |
| 2022 | 1,628 | $149.7M | $7.3M | $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 |
|---|---|---|---|---|
| THE SEGAL COMPANY | Other Service Provider | $252,805 | — | $252,805 |
| MARSHALL & MOSS LLP | Other Service Provider | $238,733 | — | $238,733 |
| AMALGAMATED BANK | Other Service Provider | $108,385 | — | $108,385 |
| QUAN-VEST INVESTMENT ADVISORS | Other Service Provider | $90,000 | — | $90,000 |
| JASMIN A ESTEVEZ | Other Service Provider | $81,376 | — | $81,376 |
| FUSCO-GALLAGHER PORCARO MUNROE LLP | Other Service Provider | $63,761 | — | $63,761 |
| NEW TOWER TRUST COMPANY | Other Service Provider | $60,653 | — | $60,653 |
| BERNADETTE SMITH | Other Service Provider | $52,386 | — | $52,386 |
| NEWTOWN INVESTMENT CORPORATION | Other Service Provider | $50,574 | — | $50,574 |
| CALIBRE CPA GROUP PLLC | Auditor | $32,000 | — | $32,000 |
| EILEEN DUPONT | Other Service Provider | $26,580 | — | $26,580 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,057,253
- Estimated Expense Ratio: 0.814% 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 | $1,898,858 | $254,949 | $238,733 | $32,000 | — |
| 2023 | $1,735,961 | $276,952 | $234,288 | $32,000 | — |
| 2022 | $1,835,478 | $522,672 | $226,590 | — | $211,947 |