# Bd Of Tees Of Elevator Constructors Union Local No. 1 Annuity & 401k F DC Plan
Source: https://planprovider.pro/companies/bd-of-tees-of-elevator-constructors-union-local-no-1-annuity-401k-f-plan

> Bd Of Tees Of Elevator Constructors Union Local No. 1 Annuity & 401k F's DC plan: 3,038 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/daniel-a-winters-and-company) — NONE

- [SEYFARTH SHAW LLP](https://planprovider.pro/provider/goldman-sachs) — NONE

- [GRAYSTONE CONSULTING](https://planprovider.pro/provider/morgan-stanley) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-tees-of-elevator-constructors-union-local-no-1-annuity-401k-f-plan)

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