# Bd Of Trustees Amc & Rfseu Group Legal Services Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/bd-of-trustees-amc-rfseu-group-legal-services-fund-112547525-502

> Bd Of Trustees Amc & Rfseu Group Legal Services Fund's Health & Welfare plan: 6,439 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Trustees Amc & Rfseu Group Legal Services Fund

- **Sponsor EIN:** 112547525

- **Sponsor Address:** 1461 LAKELAND AVE. SUITE 1, BOHEMIA, NY, 11716

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 6,439

- **Total Assets:** $4.0M

## 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|6,439|$4.0M|$1.1M|$0|

| 2023|6,392|$3.8M|$1.1M|$0|

| 2022|5,607|$3.7M|$1.0M|$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|

| SIMON & MILNER|Other Service Provider|$503,029|—|$503,029|

| AMCU & RFSEU LOCAL 342 WELFARE FUND|Other Service Provider|$332,000|—|$332,000|

| UFCW LOCAL 342 UNION|Other Service Provider|$96,000|—|$96,000|

| NOVAK FRANCELLA LLC|Auditor|$15,874|—|$15,874|

| PROSKAUER ROSE, LLP|Other Service Provider|$14,256|—|$14,256|

| RONALD STRACI, ESQ|Other Service Provider|$6,250|—|$6,250|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $967,409

- **Estimated Expense Ratio:** 24.446% 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|$818,421|$3,492|—|$15,874|—|

| 2023|$716,092|$3,517|—|$14,025|—|

| 2022|$255,483|—|—|—|$37,892|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-trustees-amc-rfseu-group-legal-services-fund-112547525-502)

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