# Local 464a Educational Benefit Fund 401(k) Plan
Source: https://planprovider.pro/companies/local-464a-educational-benefit-fund-222230709-502

> Local 464a Educational Benefit Fund's 401(k) plan: 12,303 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Local 464a Educational Benefit Fund

- **Sponsor EIN:** 222230709

- **Sponsor Address:** 245 PATERSON AVENUE, LITTLE FALLS, NJ, 074241607

- **Plan Type:** 401(k)

- **Plan Number:** 502

- **Total Participants:** 12,303

- **Total Assets:** $8.8M

## 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.|

| 2025|12,303|$8.8M|$0|$0|

| 2024|12,827|$7.8M|$178,339|$0|

| 2023|10,697|$6.9M|$176,717|$0|

| 2022|10,697|$5.9M|$172,363|$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|

| MATTHEW DURANTE|Other Service Provider|$174,455|—|$174,455|

| PNC BANK NA|Other Service Provider|$13,866|—|$13,866|

| ROSENBERG RICH BAKER BERMAN & CO.|Other Service Provider|$10,508|—|$10,508|

| MURPHY ANDERSON PLLC|Other Service Provider|$8,100|—|$8,100|

| HEALTH PLAN SYSTEMS, INC.|Other Service Provider|$7,976|—|$7,976|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $214,905

- **Estimated Expense Ratio:** 2.450% 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|

| 2025|$398,647|$13,866|—|—|—|

| 2024|$297,184|$12,832|—|—|—|

| 2023|$286,172|$11,180|—|—|—|

| 2022|$282,270|$12,909|—|—|$17,804|

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