Plan Snapshot
- Plan Sponsor: Bd Of Tees Of Elevator Constructors Union Local No. 1 Annuity & 401k F
- Sponsor EIN: 516124191
- Sponsor Address: 140 SYLVAN AVENUE, SUITE 106, ENGLEWOOD CLIFFS, NJ, 076322514
- Plan Type: DC
- Total Participants: 3,038
- Total Assets: $1.7B
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. |
|---|---|---|---|---|
| 2024 | 3,038 | $1.7B | $71.2M | $25.9M |
| 2023 | 3,099 | $1.6B | $65.3M | $25.4M |
| 2022 | 3,298 | $1.4B | $67.8M | $23.9M |
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 |
|---|---|---|---|---|
| FOUNDRY PARTNERS, LLC | NONE | $606,461 | — | $606,461 |
| ZENITH FINANCIAL SOLUTIONS | NONE | $591,397 | — | $591,397 |
| COLUMBIA MANAGEMENT INVESTMENT ADVI | NONE | $375,201 | — | $375,201 |
| NATIONAL INVESTMENT SERVICES INC | NONE | $274,417 | — | $274,417 |
| SAGE ADVISORY SERVICES, LTD. CO. | NONE | $271,565 | — | $271,565 |
| NUVEEN ASSET MANAGEMENT, LLC | NONE | $225,326 | — | $225,326 |
| DANIEL A. WINTERS & COMPANY, CPAS | NONE | $221,129 | — | $221,129 |
| WHITE OAK GLOBAL ADVISORS, LLC | NONE | $176,566 | — | $176,566 |
| SEGAL SELECT INSURANCE SERVICES | NONE | $165,008 | — | $165,008 |
| SEYFARTH SHAW LLP | NONE | $157,753 | — | $157,753 |
| THE VANGUARD GROUP | NONE | $155,473 | — | $155,473 |
| CLEARBRIDGE MANAGEMENT | NONE | $144,014 | — | $144,014 |
| BANK OF NEW YORK-MELLON | NONE | $132,264 | — | $132,264 |
| GRAYSTONE CONSULTING | NONE | $125,000 | — | $125,000 |
| CAUSWAY CAPITAL | NONE | $122,892 | — | $122,892 |
| COLUMBUS CIRCLE MANAGEMENT | NONE | $110,109 | — | $110,109 |
| PENN CAPITAL MANAGEMENT CO., INC. | NONE | $91,433 | — | $91,433 |
| GREAT LAKES ADVISORS, LLC | NONE | $87,922 | — | $87,922 |
| THE SEGAL COMPANY | NONE | $74,083 | — | $74,083 |
| STATE STREET GLOBAL ADVISOR TRUST | NONE | $71,329 | — | $71,329 |
| VIRGINIA & AMBINDER LLP | NONE | $63,683 | — | $63,683 |
| BUCK GLOBAL, LLC | NONE | $42,100 | — | $42,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANIEL A. WINTERS & COMPANY, CPAS — NONE
- SEYFARTH SHAW LLP — NONE
- GRAYSTONE CONSULTING — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,285,125
- Estimated Expense Ratio: 0.251% 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 |
|---|---|---|---|---|---|
| 2024 | $4,799,852 | $3,489,163 | $591,397 | $221,129 | — |
| 2023 | $4,937,829 | $3,622,210 | $550,257 | $222,353 | — |
| 2022 | $5,068,245 | $3,725,332 | $528,394 | — | $605,450 |