# Local 210 Scholarship & Education Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/local-210-scholarship-education-fund-133023142-501

> Local 210 Scholarship & Education Fund's Health & Welfare plan: 1,407 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 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.](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:** $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|

## Similar Plans

- [Paychex Retirement LLC](https://planprovider.pro/companies/paychex-retirement-llc-401k-plan) — 621,703 participants

- [Board Of Trustees Of The United Welfare Fund](https://planprovider.pro/companies/board-of-trustees-of-the-united-welfare-fund-111823976-502) — 88,543 participants

- [Board Of Directors Of Pentegra Defined Contribution Plan](https://planprovider.pro/companies/board-of-directors-of-pentegra-defined-contribution-plan-401k-plan) — 35,585 participants

- [Board Of Trustees Of The United Welfare Fund](https://planprovider.pro/companies/board-of-trustees-of-the-united-welfare-fund-111823976-501) — 23,107 participants

- [Board Of Trustees-New York State Nurses Association Pension Plan](https://planprovider.pro/companies/board-of-trustees-new-york-state-nurses-association-pension-plan-plan) — 22,140 participants

- [Board Of Trustees New York State Nurses Association Benefits Fund](https://planprovider.pro/companies/board-of-trustees-new-york-state-nurses-association-benefits-fund-237336001-501) — 21,293 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/local-210-scholarship-education-fund-133023142-501)

© 2026 PlanProvider.Pro