Bd of Trustees Local 210-AFFILIATED Annu C/0 Savasta and CompanyMoney purchase plan
LOCAL 210 - AFFILIATED ANNUITY FUND · NEW YORK, NY · plan year 2024
Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works
Bd of Trustees Local 210-AFFILIATED Annu C/0 Savasta and Company reported $155,063 in plan administrative expenses for 2024: 3.65% of average plan assets, higher than ~90% of peers. Employer contributions averaged $666 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio rose from 3.37% to 3.65%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in New York (4,600th of 5,648), and 4,488th of 4,798 in finance & insurance.
Bd of Trustees Local 210-AFFILIATED Annu C/0 Savasta and Company's 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left Bd of Trustees Local 210-AFFILIATED Annu C/0 Savasta and Company before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 132535703 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.