# Bd Of Trustees-Adjustable Plan Of The National Retirement Fund DB Plan
Source: https://planprovider.pro/companies/bd-of-trustees-adjustable-plan-of-the-national-retirement-fund-plan

> Bd Of Trustees-Adjustable Plan Of The National Retirement Fund's DB plan: 28,031 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Trustees-Adjustable Plan Of The National Retirement Fund

- **Sponsor EIN:** 136130178

- **Sponsor Address:** 333 WESTCHESTER AVENUE, WHITE PLAINS, NY, 106042910

- **Plan Type:** DB

- **Total Participants:** 28,031

- **Total Assets:** $161.8M

## 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|28,031|$161.8M|$14.5M|$0|

| 2023|27,139|$139.5M|$13.8M|$0|

| 2022|23,035|$125.2M|$14.3M|$0|

## 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|

| AMALGAMATED EMPLOYEE BENEFITS ADMIN|OWNED BY PARTY-IN-INT|$2,438,000|—|$2,438,000|

| SCHULTE ROTH & ZABEL LLP|NONE|$269,934|—|$269,934|

| HORIZON ACTUARIAL SERVICES, LLC|NONE|$179,962|—|$179,962|

| NOVAK FRANCELLA, LLC|NONE|$94,000|—|$94,000|

| LEGACY PLAN OF THE NATIONAL RETIREM|PARTY-IN-INTEREST|$84,649|—|$84,649|

| HIRTLE, CALLAGHAN & COMPANY|PARTY-IN-INTEREST|$68,135|—|$68,135|

| ALIGRAPHICS, A DIVISION OF AEBA|OWNED BY PARTY-IN-INT|$53,189|—|$53,189|

| HARDMAN JOHNSTON GLOBAL ADVISORS|NONE|$51,708|—|$51,708|

| JPMORGAN CHASE BANK, NATIONAL ASSOC|NONE|$46,042|—|$46,042|

| VIRTUAL BENEFITS ADMINISTRATORS|NONE|—|$39,076|$39,076|

| MARINER INSTITUTIONAL, LLC|NONE|$37,500|—|$37,500|

| AMALGAMATED LIFE INSURANCE COMPANY|OWNED BY PARTY-IN-INT|$22,883|—|$22,883|

| SS&C TECHNOLOGIES|NONE|—|$15,938|$15,938|

| AMALGAMATED BANK|PARTY-IN-INTEREST|$6,223|—|$6,223|

| SOUTHERN REGIONAL JOINT BOARD|PARTY-IN-INTEREST|—|$5,540|$5,540|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHULTE ROTH & ZABEL LLP](https://planprovider.pro/provider/schulte-roth-and-zabel-llp) — NONE

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — NONE

- [JPMORGAN CHASE BANK, NATIONAL ASSOC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [AMALGAMATED LIFE INSURANCE COMPANY](https://planprovider.pro/provider/milliman) — OWNED BY PARTY-IN-INT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $3,412,779

- **Estimated Expense Ratio:** 2.109% 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|$4,987,045|$254,236|$2,448,335|$51,162|—|

| 2023|$4,403,082|$238,927|$2,335,737|$55,143|—|

| 2022|$4,429,782|$354,761|$2,285,971|—|$227,649|

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