# Joint Board Of Trustees Of Local 808 Ibt Pension Fund DB Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-of-local-808-ibt-pension-fund-plan

> Joint Board Of Trustees Of Local 808 Ibt Pension Fund's DB plan: 618 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 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](https://planprovider.pro/provider/withumsmithbrown-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|

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