# Joint Board Of Trustees Of Local 153 Pension Fund DB Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-of-local-153-pension-fund-plan

> Joint Board Of Trustees Of Local 153 Pension Fund's DB plan: 1,636 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 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|NONE|$252,805|—|$252,805|

| MARSHALL & MOSS LLP|NONE|$238,733|—|$238,733|

| AMALGAMATED BANK|NONE|$108,385|—|$108,385|

| QUAN-VEST INVESTMENT ADVISORS|NONE|$90,000|—|$90,000|

| JASMIN A ESTEVEZ|EMPLOYEE|$81,376|—|$81,376|

| FUSCO-GALLAGHER PORCARO MUNROE LLP|NONE|$63,761|—|$63,761|

| NEW TOWER TRUST COMPANY|NONE|$60,653|—|$60,653|

| BERNADETTE SMITH|EMPLOYEE|$52,386|—|$52,386|

| NEWTOWN INVESTMENT CORPORATION|NONE|$50,574|—|$50,574|

| CALIBRE CPA GROUP PLLC|NONE|$32,000|—|$32,000|

| EILEEN DUPONT|EMPLOYEE|$26,580|—|$26,580|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — NONE

## 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|

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