# Trustees Of Teamsters Local No. 469 Pension Fund DB Plan
Source: https://planprovider.pro/companies/trustees-of-teamsters-local-no-469-pension-fund-plan

> Trustees Of Teamsters Local No. 469 Pension Fund's DB plan: 69 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 Pension Fund

- **Sponsor EIN:** 226172237

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

- **Plan Type:** DB

- **Total Participants:** 69

- **Total Assets:** $163.5M

## 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|69|$163.5M|$1.1M|$0|

| 2023|63|$63.8M|$2.2M|$0|

| 2022|84|$68.7M|$4.2M|$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|

| INVESTMENT PERFORMANCE SERVICES|NONE|$125,000|—|$125,000|

| WESTFIELD CAPITAL MANAGEMENT|NONE|$89,723|—|$89,723|

| O'SULLIVAN ASSOCIATES, INC.|NONE|$60,387|—|$60,387|

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

| WEDGE CAPITAL MANAGEMENT, LLP|NONE|$53,577|—|$53,577|

| INNOVATIVE SOFTWARE SOLUTIONS, INC.|NONE|$44,870|—|$44,870|

| AMALGATRUST|NONE|$38,255|—|$38,255|

| MSPC|ACCT FOR LOCAL 469|$37,444|—|$37,444|

| MARTHA DEFAZIO|EMPLOYEE|$29,641|—|$29,641|

| HARDMAN JOHNSTON GLOBAL ADVISORS LL|NONE|$23,748|—|$23,748|

| PRUDENTIAL INSURANCE CO.|NONE|$22,027|—|$22,027|

| KROLL, HEINEMAN, PTASIEWICZ & PARSO|ATTY FOR LOCAL 469|$7,764|—|$7,764|

| U.S. BANK NATIONAL ASSOCIATION|NONE|$6,588|—|$6,588|

### 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

- [PRUDENTIAL INSURANCE CO.](https://planprovider.pro/provider/empower) — NONE

- [U.S. BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $598,129

- **Estimated Expense Ratio:** 0.366% 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|$820,112|$378,653|$59,105|$30,000|—|

| 2023|$735,038|$348,885|$20,180|$34,695|—|

| 2022|$736,491|$333,015|$73,482|—|$128,687|

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