Plan Snapshot
- Plan Sponsor: Board Of Trustees
- Sponsor EIN: 113480435
- Sponsor Address: 629 FIFTH AVENUE, PELHAM, NY, 10803
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 205
- Total Assets: $4.2M
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 | 205 | $4.2M | $3.4M | $3,554 |
| 2023 | 195 | $3.9M | $3.6M | $2,926 |
| 2022 | 233 | $3.8M | $3.8M | $6,076 |
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 |
|---|---|---|---|---|
| AHALYA PERSAUD | Other Service Provider | $107,081 | — | $107,081 |
| GOULD, KOBRICK, & SCHLAPP P.C. | Auditor | $14,000 | — | $14,000 |
| UAW LOCAL 2179 | Other Service Provider | $7,076 | — | $7,076 |
| EISNER & DICTOR, P.C. | Other Service Provider | $6,250 | — | $6,250 |
| MORGAN STANLEY SMITH BARNEY LLC | Other Service Provider | $5,636 | — | $5,636 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GOULD, KOBRICK, & SCHLAPP P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,043
- Estimated Expense Ratio: 3.331% 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 | $183,846 | $5,626 | — | $14,000 | — |
| 2023 | $179,920 | $5,002 | — | $14,000 | — |
| 2022 | $217,038 | $5,147 | — | — | $24,176 |