# Metal Trades Branch Local 638 Pension Fund DB Plan
Source: https://planprovider.pro/companies/metal-trades-branch-local-638-pension-fund-plan

> Metal Trades Branch Local 638 Pension Fund's DB plan: 3,333 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Metal Trades Branch Local 638 Pension Fund

- **Sponsor EIN:** 132541630

- **Sponsor Address:** 27-08 40TH AVENUE, 2ND FLOOR, LONG ISLAND CITY, NY, 111013725

- **Plan Type:** DB

- **Total Participants:** 3,333

- **Total Assets:** $925.3M

## 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|3,333|$925.3M|$0|$0|

| 2023|3,267|$843.2M|$0|$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|

| LAPADULA, CARLSON & CO, CPA|Auditor|$31,000|—|$31,000|

### Verified Provider Profiles

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

- [LAPADULA, CARLSON & CO, CPA](https://planprovider.pro/provider/lapadula-carlson-co) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,000

- **Estimated Expense Ratio:** 0.003% 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|$6,869,223|$5,049,115|—|$31,000|—|

| 2023|$6,642,123|$4,959,587|—|—|$119,403|

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