# Bd Of Trustees Of Paper Products, Misc. Chauffeurs, Warehousemen, Help DB Plan
Source: https://planprovider.pro/companies/bd-of-trustees-of-paper-products-misc-chauffeurs-warehousemen-help-plan

> Bd Of Trustees Of Paper Products, Misc. Chauffeurs, Warehousemen, Help's DB plan: 396 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/proskauer-rose-llp) — NONE

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-trustees-of-paper-products-misc-chauffeurs-warehousemen-help-plan)

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