Plan Snapshot
- Plan Sponsor: Bd Of Trustees Of Paper Products, Misc. Chauffeurs, Warehousemen, Help
- Sponsor EIN: 136567546
- Sponsor Address: 48-18 VAN DAM STREET, SUITE 201, LONG ISLAND CITY, NY, 111013107
- Plan Type: DB
- Total Participants: 396
- Total Assets: $133.3M
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 | 396 | $133.3M | $1.5M | $0 |
| 2023 | 432 | $128.4M | $740,209 | $0 |
| 2022 | 474 | $126.2M | $710,137 | $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 |
|---|---|---|---|---|
| PROSKAUER ROSE LLP | NONE | $62,188 | — | $62,188 |
| QUAN-VEST CONSULTANTS, INC. | NONE | $51,181 | — | $51,181 |
| LSV ASSET MANAGEMENT | NONE | $48,003 | — | $48,003 |
| CALIBRE CPA GROUP PLLC | AUDITOR | $45,962 | — | $45,962 |
| O'SULLIVAN ASSOCIATES | NONE | $43,600 | — | $43,600 |
| COUNSEL ADVISORS, INC. | TRUSTEE | $38,400 | — | $38,400 |
| TOCQUEVILLE ASSET MANAGEMENT | NONE | $35,671 | — | $35,671 |
| DEBORAH DANNER | EMPLOYEE | $35,475 | — | $35,475 |
| THE BANK OF NEW YORK MELLON | NONE | $30,508 | — | $30,508 |
| SHANAE JOHNSON | EMPLOYEE | $29,797 | — | $29,797 |
| HSSH CONSULTING | NONE | $29,472 | — | $29,472 |
| SEGAL SELECT INSURANCE SERVICES INC | NONE | — | $7,214 | $7,214 |
| GOLDBERG, WEPRIN, FINKEL GOLDSTEIN | TRUSTEE | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PROSKAUER ROSE LLP — NONE
- CALIBRE CPA GROUP PLLC — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $463,471
- Estimated Expense Ratio: 0.348% 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 | $1,161,647 | $349,489 | — | $45,962 | — |
| 2023 | $1,184,359 | $371,824 | — | $44,910 | — |
| 2022 | $1,236,546 | $448,577 | — | — | $242,451 |