Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolio
BOARD OF TRUSTEES OF LOCAL 298 PENSION FUND
EIN 11-6049445package/freight deliveryLatest filing 2024
Plans
2
Retirement
2
$42.8M assets
Welfare
0
Participants
6,906
201 WEST VALLEY STREAM BLVD. - VALLEY STREAM, NY 115805538516-872-6690LinkedIn201-500 employeespackage/freight delivery
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $42.8M assets / 6,906 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
64%top
- EASTERN STATES JOINT BOARD64%
- (Not disclosed)36%
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LOCAL 298 PENSION FUND
TraditionalDB
Assets$27.2M
Participants2,391
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LOCAL 298 ANNUITY FUND
401k
Assets$15.6M
Participants4,515
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LOCAL 298 PENSION FUND | TraditionalDB | $27.2M | 2,391 | 2024 | |
| 002 | LOCAL 298 ANNUITY FUND | 401k | $15.6M | 4,515 | 2024 |
Retirement plans