# Local 463 Pension Fund Board Of Trustees DB Plan
Source: https://planprovider.pro/companies/local-463-pension-fund-board-of-trustees-plan

> Local 463 Pension Fund Board Of Trustees's DB plan: 177 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Local 463 Pension Fund Board Of Trustees

- **Sponsor EIN:** 111800729

- **Sponsor Address:** 40 MARCUS DRIVE, STE. 212, MELVILLE, NY, 117474200

- **Plan Type:** DB

- **Total Participants:** 177

- **Total Assets:** $90.6M

## 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|177|$90.6M|$327,124|$0|

| 2023|190|$87.4M|$342,198|$0|

| 2022|1,164|$80.1M|$363,265|$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|

| CWA IUE-CWA LOCAL 464-81463|ALLOCATED PR & EXPENSES|$76,059|—|$76,059|

| CHEIRON, INC.|ACTUARY|$71,068|—|$71,068|

| SEGAL MARCO ADVISORS|INVESTMENT ADVISOR|$69,617|—|$69,617|

| JEAN LEWIS|EMPLOYEE|$63,217|—|$63,217|

| INNOVATION SOFTWARE SYSTEMS INC|DATA PROCESSING|$48,398|—|$48,398|

| ABERDEEN STANDARD INVESTMENT INC.|INVESTMENT CUSTODIAN|$37,583|—|$37,583|

| ROGOFF & COMPANY, PC|ACCOUNTANT|$36,186|—|$36,186|

| FIDELITY INVESTMENT|INVESTMENT CUSTODIAN|$35,113|—|$35,113|

| BARINGS CIT|INVESTMENT ADVISOR|$33,183|—|$33,183|

| PIERSON FERDINAND LLP|ATTORNEY|$32,071|—|$32,071|

| AMALGAMATED BANK OF NEW YORK|INVESTMENT CUSTODIAN|$26,672|—|$26,672|

| AMY IRVING|EMPLOYEE|$15,821|—|$15,821|

| JOHN ALBERTI|EMPLOYEE|$12,480|—|$12,480|

### Verified Provider Profiles

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

- [JEAN LEWIS](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [PIERSON FERDINAND LLP](https://planprovider.pro/provider/pierson-ferdinand-llp) — ATTORNEY

- [AMY IRVING](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [JOHN ALBERTI](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $557,468

- **Estimated Expense Ratio:** 0.615% 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|$666,778|$69,617|—|$36,186|—|

| 2023|$640,238|$181,950|—|$34,000|—|

| 2022|$568,263|$183,898|—|—|$153,160|

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