# Northeast District Council Of The Opcmia Annuity Fund DC Plan
Source: https://planprovider.pro/companies/northeast-district-council-of-the-opcmia-annuity-fund-plan

> Northeast District Council Of The Opcmia Annuity Fund's DC plan: 1,128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Northeast District Council Of The Opcmia Annuity Fund

- **Sponsor EIN:** 133207195

- **Sponsor Address:** 1406 BLONDELL AVE, 2ND FLOOR, BRONX, NY, 10461

- **Plan Type:** DC

- **Total Participants:** 1,128

- **Total Assets:** $199.2M

## 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|1,128|$199.2M|$9.2M|$0|

| 2023|1,202|$189.8M|$9.3M|$0|

| 2022|1,224|$173.5M|$10.0M|$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|

| JOHN HANCOCK RETIREMENT PLAN SCVS|NONE|$117,588|$565,557|$683,145|

| BOYD WATTERSON ASSET MANAGEMENT|NONE|$310,031|—|$310,031|

| CONGRESS ASSET MANAGEMENT|NONE|$104,426|$6,189|$110,615|

| REYNOLDS CONSULTING SERVICES LLC|NONE|$60,471|—|$60,471|

| CRESCENT CAPITAL HIGH INCOME FUND B|Other Service Provider|$43,094|—|$43,094|

| FITZSIMMONS ABRAMS, LLP|NONE|$23,900|—|$23,900|

| PROSKAUER ROSE LLP|NONE|$22,434|—|$22,434|

### Verified Provider Profiles

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

- [JOHN HANCOCK RETIREMENT PLAN SCVS](https://planprovider.pro/provider/john-hancock) — NONE

- [FITZSIMMONS ABRAMS, LLP](https://planprovider.pro/provider/fitzsimmons-abrams-llp) — NONE

- [PROSKAUER ROSE LLP](https://planprovider.pro/provider/proskauer-rose-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,253,690

- **Estimated Expense Ratio:** 0.629% 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|$1,635,060|$1,183,736|$117,588|$23,900|—|

| 2023|$1,577,180|$1,076,557|$139,318|$23,900|—|

| 2022|$1,611,920|$1,100,023|$147,244|—|$223,701|

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