Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees Of Local 808 Ibt Pension Fund
- Sponsor EIN: 116204268
- Sponsor Address: 9 HUNTS LANE, CHAPPAQUA, NY, 10514
- Plan Type: DB
- Total Participants: 618
- Total Assets: $71.0M
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 | 618 | $71.0M | $0 | $0 |
| 2023 | 506 | $62.0M | $0 | $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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | Auditor | $66,837 | — | $66,837 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,837
- Estimated Expense Ratio: 0.094% 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 | $1,183,382 | $154,971 | $36,660 | $66,837 | — |
| 2023 | $1,046,193 | $206,733 | $36,060 | — | $269,170 |