Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees of United Plant Production Workers L175 Annuity FdMoney purchase plan

UNITED PLANT & PRODUCTION WORKERS L175 ANNUITY FUND · ROSLYN HEIGHTS, NY · plan year 2024

Reported admin expense ratio · 2024
0.78%

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

Board of Trustees of United Plant Production Workers L175 Annuity Fd reported $276,506 in plan administrative expenses for 2024: 0.78% of average plan assets, higher than ~90% of peers. Employer contributions averaged $9,339 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 0.86% to 0.78%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,704th-largest of 5,648 plans among New York employers on file, and the 2,090th of 4,798 in finance & insurance. active participation has shrunk from 851 to 520 since 2022.

Plan summary
Net assets, end of year$37,026,145
Participants with balances1,263
Active participants520
Employer contributions$4,856,341
Employee contributions—
Employer contribution per active participant$9,339
Average account balance$29,316
Benefits paid to participants$3,706,657
Plan auditUnmodified (clean) audit opinion
AuditorROBERT ALLGIER CPA
Plan history3
Yearassets · accounts · employer contribution
2024$37.0M · 1,263 accts · $4.9M emplr
2023$33.8M · 1,377 accts · $4.2M emplr
2022$31.1M · 1,573 accts · $3.5M emplr
Administrative expenses, itemized · 2024
Investment management$67,765
Audit (IQPA)$15,130
Total administrative$276,506
Employer contributions to the Board of Trustees of United Plant Production Workers L175 Annuity Fd plan · 2024
Employer contribution per active participant$9,339
Median for plans this size$2,416
2024$9,339 per active participant
2023$6,504 per active participant
2022$4,130 per active participant

Board of Trustees of United Plant Production Workers L175 Annuity Fd's 2024 employer contribution ran above the $2,416 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 · 202412
US REAL ESTATE INVESTMENT FUND LLC · Investment advisory (plan)$40,534
ROTHMAN ROCCO & LARUFFA LLP · Legal$34,034
REYNOLDS & REYNOLDS · Investment advisory (plan)$26,750
ANTHONY FRANCO$18,291
ANNA MOTTOLA$15,474
ROBERT ALLGIER CPA · Accounting / audit$15,130
SAJ CONSULTANTS INC$14,455
MARIE MOSSA$10,860
MICHELE ZUNNO$10,296
CHAIKEN & CHAIKEN · Legal$10,150
MARIO BRICENO$8,173
DICKENSON GROUP · Consulting$7,500

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

Administrative cost history3
2024$276,506 · 0.78%
2023$275,454 · 0.85%
2022$265,552 · 0.86%
Similar plansFinance & Insurance · New York
Strike Technologies LLC NY$37.5M · 0.42%
Galaxy Digital Services LLC NY$37.5M · 0.15%
Carco Group, Inc. NY$37.4M · 0.31%
Americu Credit Union NY$36.9M · 0.13%
China Merchants Bank NY$36.0M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203143138 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.