Plan Snapshot
- Plan Sponsor: Management-Labor Pension Fund Local 1730 Ila
- Sponsor EIN: 136086163
- Sponsor Address: 830 BEAR TAVERN ROAD, WEST TRENTON, NJ, 08628
- Plan Type: DB
- Total Participants: 0
- Total Assets: $61.3M
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 | 0 | $61.3M | $0 | $0 |
| 2023 | 40 | $64.1M | $87,811 | $0 |
| 2022 | 49 | $62.4M | $171,468 | $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 |
|---|---|---|---|---|
| GROOM LAW GROUP, CHARTERED | NONE | $205,770 | — | $205,770 |
| LOOMIS & SAYLES | NONE | $148,514 | — | $148,514 |
| THE SEGAL COMPANY | NONE | $71,602 | — | $71,602 |
| DAVID NEW, P.C. | ATTY FOR LOCAL 1730 | $67,336 | — | $67,336 |
| I.E. SHAFFER & CO. | NONE | $38,160 | — | $38,160 |
| QUAN-VEST CONSULTANTS, INC. | NONE | $24,000 | — | $24,000 |
| AMALGAMATED BANK | NONE | $18,165 | — | $18,165 |
| MSPC | NONE | $12,395 | — | $12,395 |
| MARRINAN & MAZZOLA MARDON, P.C. | NONE | $7,080 | — | $7,080 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GROOM LAW GROUP, CHARTERED — NONE
- MSPC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $593,022
- Estimated Expense Ratio: 0.967% 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 | $2,293,014 | $172,514 | $38,160 | $12,395 | — |
| 2023 | $284,300 | $62,464 | $37,980 | $52,264 | — |
| 2022 | $230,261 | $15,791 | $36,000 | — | $144,105 |