Plan Snapshot
- Plan Sponsor: Local 1102 Retirement Trust
- Sponsor EIN: 131847329
- Sponsor Address: 311 CROSSWAYS PARK DRIVE, WOODBURY, NY, 117972041
- Plan Type: DB
- Plan Number: 001
- Total Participants: 4,356
- Total Assets: $83.1M
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. |
|---|---|---|---|---|
| 2025 | 4,356 | $83.1M | $0 | $0 |
| 2024 | 91 | $41.9M | $174,800 | $0 |
| 2023 | 105 | $35.9M | $187,498 | $0 |
| 2022 | 99 | $31.5M | $200,509 | $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 |
|---|---|---|---|---|
| LOCAL 1102 RWDSU | Other Service Provider | $169,789 | — | $169,789 |
| HUDSON CANYON CAPITAL MGMT LLC | Other Service Provider | $137,795 | — | $137,795 |
| SILVAN L SALMON | Other Service Provider | $111,637 | — | $111,637 |
| KRISTY L SCHOLFIELD | Other Service Provider | $84,940 | — | $84,940 |
| DOREEN DOUGLAS | Other Service Provider | $78,289 | — | $78,289 |
| ROTHMAN, ROCCO, LARUFFA LLP | Other Service Provider | $76,034 | — | $76,034 |
| TONI GIANNONE | Other Service Provider | $70,493 | — | $70,493 |
| PATRICIA M TRIMBLE | Other Service Provider | $69,936 | — | $69,936 |
| LISA A SHEPHERD | Other Service Provider | $67,563 | — | $67,563 |
| KATHY M CARBONE | Other Service Provider | $63,685 | — | $63,685 |
| SHELCY PORTILLO | Other Service Provider | $60,885 | — | $60,885 |
| TIFFANY D MIDDLETON | Other Service Provider | $59,191 | — | $59,191 |
| MELISSA BILELLO | Other Service Provider | $58,323 | — | $58,323 |
| DEENA W GRANOWETTER | Other Service Provider | $57,502 | — | $57,502 |
| JOSSELYN R MACHUCA | Other Service Provider | $54,954 | — | $54,954 |
| AMY CICIO | Other Service Provider | $53,279 | — | $53,279 |
| FIRST ACTUARIAL CONSULTING, INC | Other Service Provider | $51,000 | — | $51,000 |
| JORGE GOMEZ | Other Service Provider | $50,160 | — | $50,160 |
| NOVAK FRANCELLA, LLC | Other Service Provider | $31,000 | — | $31,000 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $26,645 | — | $26,645 |
| MARIE L DUENO | Other Service Provider | $26,294 | — | $26,294 |
| DAHAB ASSOCIATES | Other Service Provider | $22,500 | — | $22,500 |
| CS MCKEE ADVISORS, LLC | Other Service Provider | $11,772 | — | $11,772 |
| COMERICA BANK | Other Service Provider | $6,457 | — | $6,457 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,500,123
- Estimated Expense Ratio: 1.805% 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 |
|---|---|---|---|---|---|
| 2025 | $4,188,590 | $172,067 | — | $31,000 | — |
| 2024 | $905,658 | $155,613 | — | $33,528 | — |
| 2023 | $867,934 | $138,551 | — | $31,048 | — |
| 2022 | $951,212 | $151,455 | — | — | $241,547 |