Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees Of Local 377 Pension Fund
- Sponsor EIN: 136177810
- Sponsor Address: 299 BROADWAY, NEW YORK, NY, 10007
- Plan Type: DB
- Total Participants: 435
- Total Assets: $23.7M
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 | 435 | $23.7M | $817,368 | $0 |
| 2023 | 417 | $21.8M | $815,964 | $0 |
| 2022 | 508 | $19.3M | $823,181 | $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 |
|---|---|---|---|---|
| UBS | NONE | $120,313 | — | $120,313 |
| ROTHMAN ROCCO LARUFFA LLP | NONE | $45,666 | — | $45,666 |
| CASTIGLIA, LLP | NONE | $32,000 | — | $32,000 |
| FIRST ACTUARIAL CONSULTING TEAM | NONE | $31,950 | — | $31,950 |
| SYNTONIC SYSTEMS, INC. | NONE | $10,150 | — | $10,150 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $240,079
- Estimated Expense Ratio: 1.012% 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 | $442,343 | $120,313 | — | $32,000 | — |
| 2023 | $404,167 | $106,048 | — | $32,000 | — |
| 2022 | $370,226 | $99,208 | — | — | $98,662 |