Plan Snapshot
- Plan Sponsor: Local 210 Scholarship & Education Fund
- Sponsor EIN: 133023142
- Sponsor Address: 1911 RICHMOND AVE, STATEN ISLAND, NY, 10314
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,407
- Total Assets: $3.9M
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 | 1,407 | $3.9M | $210,225 | $0 |
| 2023 | 1,399 | $3.5M | $216,351 | $0 |
| 2022 | 1,335 | $3.1M | $232,686 | $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 |
|---|---|---|---|---|
| ANGELA LOGUERCIO | Other Service Provider | $22,438 | — | $22,438 |
| SAMUEL GOLDSTEIN & CO., P.C. | Auditor | $20,065 | — | $20,065 |
| WEAVER & TIDWELL LLP | Auditor | $11,490 | — | $11,490 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAMUEL GOLDSTEIN & CO., P.C. — Auditor
- WEAVER & TIDWELL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,993
- Estimated Expense Ratio: 1.393% 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 | $65,637 | $1,105 | — | $20,065 | — |
| 2023 | $51,924 | $864 | — | $20,563 | — |
| 2022 | $39,829 | $1,039 | — | — | $29,961 |