Plan Snapshot
- Plan Sponsor: Bd Of Trustees-Legacy Plan Of The National Retirement Fund
- Sponsor EIN: 136130178
- Sponsor Address: 333 WESTCHESTER AVENUE, WHITE PLAINS, NY, 106042910
- Plan Type: DB
- Total Participants: 8,379
- Total Assets: $1.9B
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 | 8,379 | $1.9B | $48.4M | $0 |
| 2023 | 10,704 | $1.8B | $36.3M | $0 |
| 2022 | 11,294 | $1.7B | $44.3M | $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 |
|---|---|---|---|---|
| NOVAK FRANCELLA. LLC | Auditor | $158,846 | — | $158,846 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA. LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $158,846
- Estimated Expense Ratio: 0.009% 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 | $27,437,299 | $2,982,231 | $11,272,508 | $158,846 | — |
| 2023 | $27,662,690 | $4,867,137 | $10,875,947 | $169,081 | — |
| 2022 | $28,890,707 | $5,554,513 | $10,674,745 | — | $3,779,288 |