# Board Of Trustees 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-136555423-506

> Board Of Trustees's 401(k) plan: 3,713 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:** 136555423

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

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

- **Plan Number:** 506

- **Total Participants:** 3,713

- **Total Assets:** $5.0M

## 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|3,713|$5.0M|$72.5M|$0|

| 2023|3,713|$5.4M|$73.7M|$0|

| 2022|3,713|$4.7M|$72.5M|$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|

| MILA MANAGED HEALTH CARE|Insurance Carrier|$899,118|—|$899,118|

| P. WALSH|Other Service Provider|$400,735|—|$400,735|

| D. GAUDIOSO|Other Service Provider|$388,241|—|$388,241|

| L. BESS|Other Service Provider|$380,601|—|$380,601|

| L. RICCI|Other Service Provider|$340,241|—|$340,241|

| CONVERGE TECHNOLOGY SOLUTIONS|Other Service Provider|$323,342|—|$323,342|

| A. PIMPINELLA|Other Service Provider|$315,838|—|$315,838|

| J. BALSAMO|Other Service Provider|$290,422|—|$290,422|

| K. MISSO|Other Service Provider|$262,584|—|$262,584|

| M. PEREDA|Other Service Provider|$254,105|—|$254,105|

| R. COLOZZA|Other Service Provider|$237,494|—|$237,494|

| S. SCOLLO|Other Service Provider|$236,998|—|$236,998|

| A. BROWN|Other Service Provider|$218,710|—|$218,710|

| M. MAZZEI-CSAKAI|Other Service Provider|$207,151|—|$207,151|

| S. PESCE|Other Service Provider|$198,525|—|$198,525|

| J. STOLPINSKI|Other Service Provider|$193,951|—|$193,951|

| P. BESS|Other Service Provider|$191,008|—|$191,008|

| S. GALOVIC|Other Service Provider|$190,132|—|$190,132|

| V. DELUCA|Other Service Provider|$185,342|—|$185,342|

| A. MARTINEZ-QUAGLIATA|Other Service Provider|$182,787|—|$182,787|

| B. RIVERA|Other Service Provider|$180,818|—|$180,818|

| C. MANON|Other Service Provider|$170,681|—|$170,681|

| V. MCMAHON|Other Service Provider|$167,565|—|$167,565|

| A. DIAMOND|Other Service Provider|$151,047|—|$151,047|

| J. HARRIS|Other Service Provider|$150,435|—|$150,435|

| E. DENOIA|Other Service Provider|$138,948|—|$138,948|

| F. FRESCO|Other Service Provider|$135,130|—|$135,130|

| C. PATEL|Other Service Provider|$132,630|—|$132,630|

| R. GOLDEN|Other Service Provider|$126,769|—|$126,769|

| E. LERMA|Other Service Provider|$122,755|—|$122,755|

| S. LIPSKI|Other Service Provider|$122,154|—|$122,154|

| C. ALVARADO|Other Service Provider|$116,091|—|$116,091|

| V. RISPOLI|Other Service Provider|$115,265|—|$115,265|

| M. GUTIERREZ|Other Service Provider|$111,550|—|$111,550|

| P. FONTANEZ|Other Service Provider|$105,695|—|$105,695|

| C. RATTI|Other Service Provider|$99,763|—|$99,763|

| G. GWYNN|Other Service Provider|$97,069|—|$97,069|

| M. GAROFALO|Other Service Provider|$95,744|—|$95,744|

| L. CENTENO|Other Service Provider|$93,814|—|$93,814|

| K. DALONGES|Other Service Provider|$92,705|—|$92,705|

| S. ROBBINS|Other Service Provider|$92,182|—|$92,182|

| F. TORRES|Other Service Provider|$91,875|—|$91,875|

| J. MOE|Other Service Provider|$90,771|—|$90,771|

| P. WEISS|Other Service Provider|$88,723|—|$88,723|

| L. GUTIERREZ|Other Service Provider|$86,699|—|$86,699|

| K. PICONE|Other Service Provider|$86,681|—|$86,681|

| THE LAMBOS FIRM, LLP|Other Service Provider|$83,938|—|$83,938|

| M. NATALICCHIO|Other Service Provider|$83,527|—|$83,527|

| MAZZOLA MARDON PC|Other Service Provider|$76,412|—|$76,412|

| J. SANTORA|Other Service Provider|$70,737|—|$70,737|

| FELIU NEUTRAL SERVICES LLC|Other Service Provider|$47,030|—|$47,030|

| DESENA & CO.CPAS,LLC|Auditor|$42,065|—|$42,065|

| ADP, INC|Other Service Provider|$35,113|—|$35,113|

| RING CENTRAL INC|Other Service Provider|$26,722|—|$26,722|

| LEVEL 3 COMMUNICATIONS, LLC|Other Service Provider|$23,322|—|$23,322|

| GRM|Other Service Provider|$16,933|—|$16,933|

| STERICYCLE INC|Other Service Provider|$13,963|—|$13,963|

| OFFICIAL OFFSET CORP|Other Service Provider|$9,978|—|$9,978|

| BRAINSELL TECHNOLOGIES, LLC|Other Service Provider|$9,865|—|$9,865|

| VIRTRU CORPORATION|Other Service Provider|$7,392|—|$7,392|

| KF MECHANICAL|Other Service Provider|$5,096|—|$5,096|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,512,977

- **Estimated Expense Ratio:** 188.529% 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|$9,860,182|—|—|$39,100|—|

| 2023|$9,412,554|—|—|$38,215|—|

| 2022|$9,367,056|—|—|—|$292,391|

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