# Pension Plan Of Local 464a DB Plan
Source: https://planprovider.pro/companies/pension-plan-of-local-464a-plan

> Pension Plan Of Local 464a's DB plan: 7,332 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pension Plan Of Local 464a

- **Sponsor EIN:** 226051600

- **Sponsor Address:** 245 PATERSON AVENUE, LITTLE FALLS, NJ, 074241607

- **Plan Type:** DB

- **Total Participants:** 7,332

- **Total Assets:** $1.2B

## 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|7,332|$1.2B|$11.6M|$0|

| 2023|7,229|$1.0B|$11.5M|$0|

| 2022|7,110|$906.1M|$11.1M|$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|

| PRINCIPAL BANK|NONE|$1,467,560|—|$1,467,560|

| STACEY BRAUN ASSOCIATES, INC.|Other Service Provider|$1,220,769|—|$1,220,769|

| MERRILL LYNCH PIERCE FENNER & SMITH|Other Service Provider|$567,306|—|$567,306|

| PNC BANK ,N.A.|Other Service Provider|$140,439|—|$140,439|

| MURPHY ANDERSON PLLC|Other Service Provider|$131,932|—|$131,932|

| HEALTH PLAN SYSTEMS, INC.|NONE|$109,257|—|$109,257|

| ROSENBERG RICH BAKER BERMAN|Other Service Provider|$75,830|—|$75,830|

| VINCENT PISCITELLI|EMPLOYEE|$70,265|—|$70,265|

| UMBERTO MARICONDA|EMPLOYEE|$69,676|—|$69,676|

| RICHARD MELBER|EMPLOYEE|$63,650|—|$63,650|

| SAVASTA & CO|Other Service Provider|$60,024|—|$60,024|

| DINA ALTONJY|EMPLOYEE|$34,332|—|$34,332|

| JOSEPH JEWELL|EMPLOYEE|$28,636|—|$28,636|

| WELLS FARGO BANK|Other Service Provider|$23,030|—|$23,030|

| PATRICIA SABATINI|EMPLOYEE|$17,447|—|$17,447|

| DIANE BOTTA|NONE|$16,425|—|$16,425|

| STOKES INVESTMENT CONSULTING LLC|INVESTMENT MANAGEMENT|$9,400|—|$9,400|

### Verified Provider Profiles

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

- [ROSENBERG RICH BAKER BERMAN](https://planprovider.pro/provider/rosenberg-rich-baker-berman-pa) — Other Service Provider

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $4,105,978

- **Estimated Expense Ratio:** 0.332% 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|$5,160,094|$3,313,155|—|—|—|

| 2023|$4,680,338|$2,924,814|—|—|—|

| 2022|$4,813,286|$3,006,943|—|—|$255,708|

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