Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees of Pointers,Profit-sharing plan

POINTERS, CLEANERS & CAULKERS ANNUITY FUND · REGO PARK, NY · plan year 2024

Reported admin expense ratio · 2024
0.93%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Board of Trustees of Pointers, reported $1,344,828 in plan administrative expenses for 2024: 0.93% of average plan assets, higher than ~90% of peers. Employer contributions averaged $11,853 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 fell from 1.08% to 0.93%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 590th-largest of 5,648 plans among New York employers on file, and the 735th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$149,548,872
Participants with balances2,949
Active participants2,350
Employer contributions$27,855,331
Employee contributions—
Employer contribution per active participant$11,853
Average account balance$50,712
Benefits paid to participants$23,543,521
Plan auditUnmodified (clean) audit opinion
AuditorGOULD, KOBRICK, & SCHLAPP, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$149.5M · 2,949 accts · $27.9M emplr
2023$138.6M · 2,971 accts · $27.5M emplr
2022$124.6M · 2,933 accts · $28.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$705,613
Investment management$30,612
Audit (IQPA)$13,000
Total administrative$1,344,828
Employer contributions to the Board of Trustees of Pointers, plan · 2024
Employer contribution per active participant$11,853
Median for plans this size$3,635
2024$11,853 per active participant
2023$11,758 per active participant
2022$12,415 per active participant

Board of Trustees of Pointers,'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20247
PCC PENSION FUND · Claims processing · Participant communication$566,427
QUANVEST CONSULTANTS · Investment advisory (plan)$30,612
GOULD, KOBRICK, & SCHLAPP, P.C. · Accounting / audit$13,000
HOLM & OHARA, LLP · Legal$11,705
ROTHBERG, STRAUS & CONTRUBIS LLP · Legal$11,700
THE SEGAL COMPANY · Actuarial$5,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024PCC PENSION FUND
2023PCC PENSION FUND

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,344,828 · 0.93%
2023$1,273,222 · 0.97%
2022$1,264,785 · 1.08%
Similar plansFinance & Insurance · New York
Select Equity Group, L.P. NY$163.5M · 0.09%
Mbia Inc. NY$159.0M
Marketaxess Corporation NY$149.3M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 136533504 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.