Plan Snapshot
- Plan Sponsor: Teamsters Local 819 Pension Fund
- Sponsor EIN: 132578837
- Sponsor Address: 655 THIRD AVE, NEW YORK, NY, 100175621
- Plan Type: DB
- Total Participants: 432
- Total Assets: $50.8M
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 | 432 | $50.8M | $1.3M | $0 |
| 2023 | 494 | $48.1M | $1.3M | $0 |
| 2022 | 428 | $44.4M | $1.3M | $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 |
|---|---|---|---|---|
| SAVASTA AND COMPANY INC | TPA/ACTUARY | $294,467 | — | $294,467 |
| WEAVER AND TIDWELL, L.L.P. | NONE | $92,933 | — | $92,933 |
| BOSTON TRUST & INVESTMENT MANAGEMEN | NONE | $41,438 | — | $41,438 |
| SAMUEL GOLDSTEIN & CO, P.C. | NONE | $40,298 | — | $40,298 |
| INVESTMENT CONSULTING SERVICES LLC | NONE | $21,500 | — | $21,500 |
| F/M INVESTMENTS, LLC | NONE | $13,056 | — | $13,056 |
| M & T INVESTMENT GROUP | CUSTODIAN | $11,000 | — | $11,000 |
| BOYD WATTERSON ASSET MANAGEMENT | NONE | $8,783 | — | $8,783 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, L.L.P. — NONE
- SAMUEL GOLDSTEIN & CO, P.C. — NONE
- M & T INVESTMENT GROUP — CUSTODIAN
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $523,475
- Estimated Expense Ratio: 1.031% 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 | $649,979 | $100,033 | $212,500 | $40,298 | — |
| 2023 | $594,340 | $89,832 | $207,600 | $40,183 | — |
| 2022 | $608,915 | $88,435 | $207,600 | — | $200,767 |