Plan Snapshot
- Plan Sponsor: Local 33 Safety Professionals Of America Annuity Fund
- Sponsor EIN: 821065312
- Sponsor Address: 8217 153RD AVE, HOWARD BEACH, NY, 114141791
- Plan Type: DC
- Plan Number: 001
- Total Participants: 2
- Total Assets: $38,317
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 | 2 | $38,317 | $826 | $0 |
| 2023 | 4 | $37,814 | $3,361 | $0 |
| 2022 | 4 | $34,453 | $0 | $4,398 |
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 |
|---|---|---|---|---|
| ROBERT ALLGIER CPA | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $28 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |