Plan Snapshot
- Plan Sponsor: New York-New Jersey Amalgamated Pension Plan For Acme Employees
- Sponsor EIN: 222202719
- Sponsor Address: 245 PATERSON AVENUE, LITTLE FALLS, NJ, 074244629
- Plan Type: DB
- Plan Number: 003
- Total Participants: 5,913
- Total Assets: $224.9M
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 | 5,913 | $224.9M | $0 | $0 |
| 2024 | 2,329 | $191.3M | $1.6M | $0 |
| 2023 | 2,270 | $156.1M | $1.5M | $0 |
| 2022 | 2,227 | $131.9M | $1.4M | $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 |
|---|---|---|---|---|
| STACEY BRAUN ASSOCIATES INC | Other Service Provider | $323,261 | — | $323,261 |
| THE PRINCIPAL BANK | Other Service Provider | $224,310 | — | $224,310 |
| PNC ADVISORS | Other Service Provider | $32,432 | — | $32,432 |
| ROSENBERG RICH BAKER BERMAN | Other Service Provider | $24,864 | — | $24,864 |
| HEALTH PLAN SYSTEMS, INC. | Other Service Provider | $23,928 | — | $23,928 |
| SAVASTA & CO INC | Other Service Provider | $17,069 | — | $17,069 |
| RICHARD MELBER | Other Service Provider | $13,320 | — | $13,320 |
| MURPHY ANDERSON PLLC | Other Service Provider | $12,600 | — | $12,600 |
| STOKES INVESTMENT CONSULTING LLC | Other Service Provider | $5,000 | — | $5,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $676,784
- Estimated Expense Ratio: 0.301% 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 | $5,009,851 | $580,003 | — | — | — |
| 2024 | $1,204,403 | $513,339 | — | — | — |
| 2023 | $1,106,149 | $437,347 | — | — | — |
| 2022 | $1,073,491 | $422,614 | — | — | $60,052 |