# Tmt Bac Local Union #7 DC Plan
Source: https://planprovider.pro/companies/tmt-bac-local-union-7-plan

> Tmt Bac Local Union #7's DC plan: 1,191 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tmt Bac Local Union #7

- **Sponsor EIN:** 386829765

- **Sponsor Address:** 1040 AVENUE OF THE AMERICAS,, NEW YORK, NY, 10018

- **Plan Type:** DC

- **Total Participants:** 1,191

- **Total Assets:** $213.8M

## 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|1,191|$213.8M|$10.2M|$0|

| 2023|1,234|$196.3M|$9.2M|$0|

| 2022|1,462|$185.5M|$11.3M|$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|

| CRESCENT CAPITAL|NONE|$1,058,671|—|$1,058,671|

| ULLICO FUND LP|NONE|$304,799|—|$304,799|

| DANIEL H. COOK & ASSOCIATES|NONE|$258,811|—|$258,811|

| BOYD WATTERSON GSA FUND, LP|NONE|$206,490|—|$206,490|

| US REAL ESTATE INVESTMENT FUND LLC|NONE|$131,954|—|$131,954|

| PKF O'CONNOR DAVIES LLP|NONE|$117,325|—|$117,325|

| LOOMIS SAYLES TRUST COMPANY|NONE|$64,626|—|$64,626|

| COLLERAN, O'HARA & MILLS|NONE|$53,576|—|$53,576|

| REYONLDS SECURITIES|NONE|$45,570|—|$45,570|

| VIRGINA AMBINDER|NONE|$38,547|—|$38,547|

| PRUDENTIAL RETIREMENT INUSRANCE|NONE|$26,577|—|$26,577|

| LITTLER MENDELSON PC|NONE|$24,750|—|$24,750|

| AMALGAMATED BANK OF NEW YORK|NONE|$23,047|—|$23,047|

| HOROWITZ LAW GROUP, PLLC|NONE|$9,900|—|$9,900|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PKF O'CONNOR DAVIES LLP](https://planprovider.pro/provider/bpas) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,364,643

- **Estimated Expense Ratio:** 1.106% 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|$3,508,816|$1,861,714|$258,811|$117,325|—|

| 2023|$2,345,525|$1,799,103|$258,665|$125,000|—|

| 2022|$1,936,070|$1,426,569|$258,800|—|$203,075|

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