# Local 210'S Legal Services Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/local-210-s-legal-services-fund-133516857-501

> Local 210'S Legal Services Fund's Health & Welfare plan: 702 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Local 210'S Legal Services Fund

- **Sponsor EIN:** 133516857

- **Sponsor Address:** 1911 RICHMOND AVE, STATEN ISLAND, NY, 10314

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 702

- **Total Assets:** $1.1M

## 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.|

| 2024|702|$1.1M|$111,774|$0|

| 2023|704|$1.0M|$114,667|$0|

| 2022|741|$894,943|$149,356|$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|

| ANDREW MONTELEONE, ESQ|Other Service Provider|$55,000|—|$55,000|

| SAMUEL GOLDSTEIN & CO., P.C.|Auditor|$16,975|—|$16,975|

| KEVIN P. FEERICK, ESQ|Other Service Provider|$15,312|—|$15,312|

| WEAVER & TIDWELL LLP|Auditor|$7,791|—|$7,791|

### Verified Provider Profiles

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

- [SAMUEL GOLDSTEIN & CO., P.C.](https://planprovider.pro/provider/samuel-goldstein-and-co-pc) — Auditor

- [WEAVER & TIDWELL LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $95,078

- **Estimated Expense Ratio:** 8.292% 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|$42,935|$294|—|$16,976|—|

| 2023|$39,458|$230|—|$15,850|—|

| 2022|$27,313|$276|—|—|$18,169|

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