Plan Snapshot
- Plan Sponsor: Trustees Of Local No. 41 Pension Plan
- Sponsor EIN: 160851799
- Sponsor Address: 3546 CALIFORNIA ROAD, ORCHARD PARK, NY, 141271746
- Plan Type: DB
- Total Participants: 675
- Total Assets: $285.0M
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. |
|---|---|---|---|---|
| 2025 | 675 | $285.0M | $0 | $0 |
| 2024 | 628 | $262.5M | $0 | $0 |
| 2023 | 594 | $249.0M | $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 |
|---|---|---|---|---|
| ARCARA LENDA EUSANIO & STACEY CPA'S | Auditor | $37,214 | — | $37,214 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,214
- Estimated Expense Ratio: 0.013% 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 |
|---|---|---|---|---|---|
| 2025 | $1,588,755 | $1,024,832 | — | $37,214 | — |
| 2024 | $1,441,147 | $935,956 | — | $36,082 | — |
| 2023 | $1,611,439 | $1,194,482 | — | — | $209,886 |