Plan Snapshot
- Plan Sponsor: Bd Of Trustees Local 210-Affiliated Annu C/0 Savasta And Company
- Sponsor EIN: 132535703
- Sponsor Address: 655 THIRD AVE 12TH FLOOR, NEW YORK, NY, 100175621
- Plan Type: DC
- Total Participants: 221
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 221 | $4.5M | $147,232 | $0 |
| 2023 | 240 | $4.1M | $194,779 | $0 |
| 2022 | 221 | $3.7M | $131,947 | $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 |
|---|---|---|---|---|
| SAMUEL GOLDSTEIN & CO PC | Auditor | $17,592 | — | $17,592 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAMUEL GOLDSTEIN & CO PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,592
- Estimated Expense Ratio: 0.394% 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 | $155,063 | $15,000 | $43,750 | $17,592 | — |
| 2023 | $148,925 | $14,825 | $42,000 | $17,571 | — |
| 2022 | $138,408 | $15,040 | $42,000 | — | $43,197 |