Plan Snapshot
- Plan Sponsor: Trustees Of The New Bedford Fishermen Pe
- Sponsor EIN: 223122225
- Sponsor Address: 114 MACARTHUR DRIVE, NEW BEDFORD, MA, 027407216
- Plan Type: DB
- Total Participants: 0
- Total Assets: $14.9M
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 | $14.9M | $0 | $0 |
| 2023 | 0 | $16.1M | $0 | $0 |
| 2022 | 0 | $3.0M | $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 |
|---|---|---|---|---|
| MERRILL LYNCH | Investment Advisor | $124,757 | — | $124,757 |
| KOLDYS & KELLEHER,P.C. | Other Service Provider | $44,920 | — | $44,920 |
| MARIA DE FATIMA AREIAS | Other Service Provider | $42,938 | — | $42,938 |
| BASIL CASTROVINCI & ASSOCIATES | Other Service Provider | $42,200 | — | $42,200 |
| WEAVER AND TIDWELL LLP | Auditor | $31,528 | — | $31,528 |
| CHIMENTO & WEBB, P.C. | Other Service Provider | $27,489 | — | $27,489 |
| TD TAX & ACCOUNTING | Other Service Provider | $17,000 | — | $17,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH — Investment Advisor
- WEAVER AND TIDWELL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $330,832
- Estimated Expense Ratio: 2.216% 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 | $1,014,658 | $124,757 | — | $32,309 | — |
| 2023 | $214,521 | — | — | $28,800 | — |
| 2022 | $307,786 | $20,016 | — | — | $168,259 |