# Teamsters Local No. 264 401(k) Plan
Source: https://planprovider.pro/companies/teamsters-local-no-264-401k-plan

> Teamsters Local No. 264's 401(k) plan: 719 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 No. 264

- **Sponsor EIN:** 161334019

- **Sponsor Address:** 35 TYROL DRIVE, CHEEKTOWAGA, NY, 14227

- **Plan Type:** 401(k)

- **Total Participants:** 719

- **Total Assets:** $39.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|719|$39.7M|$1.2M|$889,446|

| 2023|780|$37.2M|$1.2M|$760,969|

| 2022|745|$35.6M|$995,778|$812,866|

## 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|

| APFS WEALTH MANAGEMENT|ADVISORY|$75,187|—|$75,187|

| AT RETIREMENT SERVICES, LLC|TRUSTEE|$66,504|—|$66,504|

| ARCARA ZUCARELLI LENDA & ASSOC. CPA|ACCOUNTANT|$27,000|—|$27,000|

| ARCARA, LENDA, EUSANIO & STACEY CPA|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $168,691

- **Estimated Expense Ratio:** 0.425% 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|$179,227|—|—|—|—|

| 2023|$162,658|—|—|—|—|

| 2022|$184,582|$77,858|$62,853|—|$43,871|

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