# Joint Board Of Trustees Of Local 377 Pension Fund DB Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-of-local-377-pension-fund-plan

> Joint Board Of Trustees Of Local 377 Pension Fund's DB plan: 435 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 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](https://planprovider.pro/provider/aspire-financial-services) — 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|

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