Plan Snapshot
- Plan Sponsor: Trustees Of The Boilermakers Lodge 329 Pension Fund
- Sponsor EIN: 231609696
- Sponsor Address: 425 EAGLE ROCK AVENUE, ROSELAND, NJ, 07068
- Plan Type: DB
- Total Participants: 0
- Total Assets: $3.5M
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 | 0 | $3.5M | $91,800 | $0 |
| 2023 | 0 | $3.6M | $151,925 | $0 |
| 2022 | 1 | $3.4M | $1,800 | $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 |
|---|---|---|---|---|
| FISCHER DORWART, P.C. | Auditor | $7,000 | — | $7,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,000
- Estimated Expense Ratio: 0.199% 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 | $122,562 | $19,562 | $19,240 | $7,000 | — |
| 2023 | $107,839 | $19,350 | $18,000 | $6,500 | — |
| 2022 | $141,252 | $27,809 | $18,000 | — | $82,408 |