# Trustees Of The Upstate New York Bakery Drivers And Industry Pension F DB Plan
Source: https://planprovider.pro/companies/trustees-of-the-upstate-new-york-bakery-drivers-and-industry-pension-f-150612437-001

> Trustees Of The Upstate New York Bakery Drivers And Industry Pension F's DB plan: 555 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

- [MORGAN, LEWIS & BOCKIUS LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ERISA Attorney

- [JPMORGAN CHASE BANK](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [U.S. BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-the-upstate-new-york-bakery-drivers-and-industry-pension-f-150612437-001)

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