# Teamsters Local 819 Pension Fund DB Plan
Source: https://planprovider.pro/companies/teamsters-local-819-pension-fund-c-o-savasta-plan

> Teamsters Local 819 Pension Fund's DB plan: 432 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/weaver-and-tidwell-llp) — NONE

- [SAMUEL GOLDSTEIN & CO, P.C.](https://planprovider.pro/provider/samuel-goldstein-and-co-pc) — NONE

- [M & T INVESTMENT GROUP](https://planprovider.pro/provider/trustage) — 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|

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