# Trustees Of Teamsters Local No. 469 Annuity Fund Trust DC Plan
Source: https://planprovider.pro/companies/trustees-of-teamsters-local-no-469-annuity-fund-trust-plan

> Trustees Of Teamsters Local No. 469 Annuity Fund Trust's DC plan: 236 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Teamsters Local No. 469 Annuity Fund Trust

- **Sponsor EIN:** 222980666

- **Sponsor Address:** 3400 ROUTE 35, SUITE 8, HAZLET, NJ, 077301247

- **Plan Type:** DC

- **Total Participants:** 236

- **Total Assets:** $41.3M

## 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|236|$41.3M|$3.4M|$0|

| 2023|242|$40.3M|$3.4M|$0|

| 2022|254|$38.6M|$3.2M|$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|

| CHARTWELL INVESTMENT PARTNERS|NONE|$63,805|—|$63,805|

| FABIAN & BYRN, LLC|NONE|$59,105|—|$59,105|

| HARDMAN JOHNSTON GLOBAL ADVISORS|NONE|$26,133|—|$26,133|

| MSPC|ACCT FOR LOCAL 469|$21,442|—|$21,442|

| INNOVATIVE SOFTWARE SOLUTIONS, INC.|NONE|$18,924|—|$18,924|

| INVESTMENT PERFORMANCE SERVICES LLC|NONE|$15,000|—|$15,000|

| O'SULLIVAN ASSOCIATES, INC|NONE|$8,800|—|$8,800|

### Verified Provider Profiles

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

- [MSPC](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — ACCT FOR LOCAL 469

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $213,209

- **Estimated Expense Ratio:** 0.517% 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|$282,417|$104,939|$59,105|$4,000|—|

| 2023|$232,512|$97,752|$7,812|$11,060|—|

| 2022|$239,774|$85,955|$47,923|—|$31,384|

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