Plan Snapshot
- Plan Sponsor: Production Workers Pension Fund
- Sponsor EIN: 131976397
- Sponsor Address: 124 EAST 40TH STREET, NEW YORK, NY, 10016
- Plan Type: DB
- Total Participants: 0
- Total Assets: $5.9M
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. |
|---|---|---|---|---|
| 2024 | 0 | $5.9M | $0 | $0 |
| 2023 | 0 | $8.0M | $0 | $0 |
| 2022 | 0 | $9.7M | $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 |
|---|---|---|---|---|
| LITTLER MENDELSON P.C. | INDEPENDENT | $68,113 | — | $68,113 |
| SAVASTA & COMPANY, INC | INDEPENDENT | $44,500 | — | $44,500 |
| SAMUEL GOLDSTEIN & CO., P.C. | INDEPENDENT | $37,500 | — | $37,500 |
| LINDABURY,MCCORMICK,ESTABROOK & COO | INDEPENDENT | $14,211 | — | $14,211 |
| STACEY BRAUN ASSOCIATES, INC | INDEPENDENT | $14,061 | — | $14,061 |
| HARDING LOEVNER | INDEPENDENT | $13,716 | — | $13,716 |
| BOSTON FINANCIAL MANAGEMENT LLC | INDEPENDENT | $13,199 | — | $13,199 |
| STULBERG & WALSH, LLP | INDEPENDENT | $8,015 | — | $8,015 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAMUEL GOLDSTEIN & CO., P.C. — INDEPENDENT
- HARDING LOEVNER — INDEPENDENT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $213,315
- Estimated Expense Ratio: 3.639% 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 | $494,176 | $45,090 | — | $37,500 | — |
| 2023 | $408,075 | $50,175 | — | $40,936 | — |
| 2022 | $474,278 | $116,640 | — | — | $57,507 |