# Local 1102 Retirement Trust DB Plan
Source: https://planprovider.pro/companies/local-1102-retirement-trust-plan-001

> Local 1102 Retirement Trust's DB plan: 91 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Local 1102 Retirement Trust

- **Sponsor EIN:** 131847329

- **Sponsor Address:** 311 CROSSWAYS PARK DRIVE, WOODBURY, NY, 117972041

- **Plan Type:** DB

- **Total Participants:** 91

- **Total Assets:** $41.9M

## 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|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|

| NOVAK FRANCELLA, LLC|Auditor|$33,528|—|$33,528|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $33,528

- **Estimated Expense Ratio:** 0.080% 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|$905,658|$155,613|—|$33,528|—|

| 2023|$867,934|$138,551|—|$31,048|—|

| 2022|$951,212|$151,455|—|—|$241,547|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/local-1102-retirement-trust-plan-001)

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