# Board Of Trustees 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-136264730-504

> Board Of Trustees's 401(k) plan: 4,202 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees

- **Sponsor EIN:** 136264730

- **Sponsor Address:** 10 EXCHANGE PLACE SUITE 1400, JERSEY CITY, NJ, 07302

- **Plan Type:** 401(k)

- **Plan Number:** 504

- **Total Participants:** 4,202

- **Total Assets:** $56.4M

## 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|4,202|$56.4M|$91.1M|$0|

| 2023|4,136|$57.2M|$82.6M|$0|

| 2022|3,622|$63.5M|$110.7M|$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|

| ANDREW MILLICHIP|Other Service Provider|$132,324|—|$132,324|

| JOSEPH GIOENI|Other Service Provider|$93,493|—|$93,493|

| MILA MANAGED HEALTH CARE|Insurance Carrier|$43,594|—|$43,594|

| THE LAMBOS FIRM LLP|Other Service Provider|$20,400|—|$20,400|

| MAZZOLA MARDON, P.C.|Other Service Provider|$20,163|—|$20,163|

| DESENA & COMPANY|Auditor|$19,627|—|$19,627|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $329,601

- **Estimated Expense Ratio:** 0.584% 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|$887,214|—|—|$20,690|—|

| 2023|$873,010|—|—|$20,209|—|

| 2022|$919,762|—|—|—|$61,734|

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