Plan Snapshot
- Plan Sponsor: Trustees Of The Upstate New York Bakery Drivers And Industry Pension F
- Sponsor EIN: 150612437
- Sponsor Address: 151 NORTHERN CONCOURSE, SUITE 3, SYRACUSE, NY, 13212
- Plan Type: DB
- Plan Number: 001
- Total Participants: 555
- Total Assets: $104.9M
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 | 555 | $104.9M | $4.4M | $0 |
| 2023 | 567 | $102.3M | $5.4M | $0 |
| 2022 | 563 | $101.7M | $4.0M | $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 |
|---|---|---|---|---|
| NYS TEAMSTERS PENSION & RETIREMENT | Recordkeeper | $104,682 | — | $104,682 |
| SHAWN D. MEYERS | Other Service Provider | $88,255 | — | $88,255 |
| INVESTMENT PERFORMANCE SERVICES, LL | Other Service Provider | $80,000 | — | $80,000 |
| O'SULLIVAN ASSOCIATES | Other Service Provider | $66,350 | — | $66,350 |
| MORGAN, LEWIS & BOCKIUS LLP | ERISA Attorney | $62,626 | — | $62,626 |
| JOSEPH MCCARTHY & ASSOCIATES | Other Service Provider | $55,171 | — | $55,171 |
| TEAL,BECKER & CHIARAMONTE CPAS PC | Other Service Provider | $47,500 | — | $47,500 |
| WEDGE CAPITAL MANAGEMENT LLP | Other Service Provider | $41,881 | — | $41,881 |
| HAMILTON LANE ADVISORS | Other Service Provider | — | $41,252 | $41,252 |
| BISCEGLIE & DEMARCO, LLC | Other Service Provider | $41,073 | — | $41,073 |
| JPMORGAN CHASE BANK | Recordkeeper | $31,473 | — | $31,473 |
| U.S. BANK NATIONAL ASSOCIATION | Recordkeeper | $20,859 | — | $20,859 |
| CHARTWELL INVESTMENT PARTNERS, LLC | Other Service Provider | $18,477 | — | $18,477 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NYS TEAMSTERS PENSION & RETIREMENT — Recordkeeper
- MORGAN, LEWIS & BOCKIUS LLP — ERISA Attorney
- JPMORGAN CHASE BANK — Recordkeeper
- U.S. BANK NATIONAL ASSOCIATION — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $699,599
- Estimated Expense Ratio: 0.667% 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 | $914,089 | $181,797 | $104,681 | $42,500 | — |
| 2023 | $871,596 | $174,023 | $54,552 | $52,000 | — |
| 2022 | $1,259,665 | $559,142 | — | — | $341,245 |