# Trustees Of Local 295 I.B.T. Employer Group Pension Trust Fund DB Plan
Source: https://planprovider.pro/companies/trustees-of-local-295-i-b-t-employer-group-pension-trust-fund-plan

> Trustees Of Local 295 I.B.T. Employer Group Pension Trust Fund's DB plan: 1,522 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Local 295 I.B.T. Employer Group Pension Trust Fund

- **Sponsor EIN:** 116172155

- **Sponsor Address:** 655 3RD AVENUE, 12TH FLOOR, NEW YORK, NY, 10017

- **Plan Type:** DB

- **Total Participants:** 1,522

- **Total Assets:** $615.2M

## 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|1,522|$615.2M|$0|$0|

| 2023|1,550|$568.4M|$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|

| CALIBRE CPA GROUP, PLLC|Auditor|$54,702|—|$54,702|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $54,702

- **Estimated Expense Ratio:** 0.009% 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|$2,355,695|$1,092,586|$520,646|$54,702|—|

| 2023|$2,429,319|$1,175,270|$520,441|—|$397,276|

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