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
- 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. |
|---|---|---|---|---|
| 2025 | 555 | $104.9M | $0 | $0 |
| 2024 | 567 | $102.3M | $0 | $0 |
| 2023 | 563 | $101.7M | $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 |
|---|---|---|---|---|
| TEAL, BECKER & CHIARAMONTE, CPAS PC | Auditor | $42,500 | — | $42,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEAL, BECKER & CHIARAMONTE, CPAS PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,500
- Estimated Expense Ratio: 0.041% 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 |
|---|---|---|---|---|---|
| 2025 | $914,089 | $181,797 | $104,681 | $42,500 | — |
| 2024 | $871,596 | $174,023 | $54,552 | $52,000 | — |
| 2023 | $1,259,665 | $559,142 | — | — | $341,245 |