# Metro - Ila Fringe Benefit Fund 401(k) Plan
Source: https://planprovider.pro/companies/metro-ila-fringe-benefit-fund-133050863-501

> Metro - Ila Fringe Benefit Fund's 401(k) plan: 1,012 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Metro - Ila Fringe Benefit Fund

- **Sponsor EIN:** 133050863

- **Sponsor Address:** 301 ROUTE 17 NORTH, 7TH FLOOR, RUTHERFORD, NJ, 070702575

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

- **Plan Number:** 501

- **Total Participants:** 1,012

- **Total Assets:** $81.6M

## 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|1,012|$81.6M|$50.9M|$0|

| 2023|1,006|$73.3M|$48.4M|$0|

| 2022|964|$69.5M|$51.3M|$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|

| GEORGE BUENO|Other Service Provider|$80,560|—|$80,560|

| MORGAN STANLEY WEALTH MGMT|Recordkeeper|$67,330|—|$67,330|

| DOREEN PECORA|Other Service Provider|$63,055|—|$63,055|

| SAGE ADVISORY SERVICES LTD CO|Other Service Provider|$61,113|—|$61,113|

| WEAVER AND TIDWELL, LLP|Auditor|$48,000|—|$48,000|

| SAVASTA AND COMPANY, INC.|Actuary|$45,000|—|$45,000|

| GAETANO MARRA|Other Service Provider|$40,039|—|$40,039|

| JORDAN BESS|Other Service Provider|$36,621|—|$36,621|

| MANNING & NAPIER ADVISORS, LLC|Investment Advisor|$36,396|—|$36,396|

| ANDREW CROSS|Other Service Provider|$35,565|—|$35,565|

| ANDREW L. MONTELEONE, ESQ|Other Service Provider|$30,000|—|$30,000|

| MARIALAINA CAMPISI|Other Service Provider|$28,467|—|$28,467|

| TRACEY BIONDI|Other Service Provider|$27,785|—|$27,785|

| FANIELA GONZALEZ|Other Service Provider|$27,398|—|$27,398|

| JEROME BRANCATO|Other Service Provider|$26,259|—|$26,259|

| MEDICUS IT LLC|Investment Advisor|$22,563|—|$22,563|

| FIRST STATE TRUST COMPANY|Custodian / Trustee|$16,425|—|$16,425|

| ROBERT H. BOGUCKI, P.C.|ERISA Attorney|$8,415|—|$8,415|

| GIBLIN & LYNCH LLC|ERISA Attorney|$7,905|—|$7,905|

### Verified Provider Profiles

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

- [MORGAN STANLEY WEALTH MGMT](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [WEAVER AND TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

- [MANNING & NAPIER ADVISORS, LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $708,896

- **Estimated Expense Ratio:** 0.869% 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|$1,051,218|$164,838|—|$48,000|—|

| 2023|$1,021,080|$132,151|—|$48,000|—|

| 2022|$968,654|$145,214|—|—|$206,984|

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