Plan Snapshot
- Plan Sponsor: Plasterers & Cement Mason Local 40 Pension Fund
- Sponsor EIN: 516098177
- Sponsor Address: 1406 BLONDELL AVE, BRONX, NY, 104612623
- Plan Type: DB
- Total Participants: 90
- Total Assets: $26.1M
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 | 90 | $26.1M | $0 | $0 |
| 2023 | 100 | $22.3M | $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 |
|---|---|---|---|---|
| FITZSIMMONS ABRAMS, LLP | Auditor | $13,000 | — | $13,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FITZSIMMONS ABRAMS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,000
- Estimated Expense Ratio: 0.050% 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 | $219,552 | $85,281 | — | $13,000 | — |
| 2023 | $217,460 | $64,847 | — | — | $95,479 |