# Board Of Trustees, Aftra Retirement Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-aftra-retirement-plan-plan

> Board Of Trustees, Aftra Retirement Plan&#39;s DB plan: 16,806 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, Aftra Retirement Plan

- **Sponsor EIN:** 136414972

- **Sponsor Address:** 1411 BROADWAY, 18TH FLOOR, NEW YORK, NY, 10018

- **Plan Type:** DB

- **Total Participants:** 16,806

- **Total Assets:** $2.9B

## 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|16,806|$2.9B|$0|$0|

| 2023|17,061|$2.7B|$0|$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|

| WITHUMSMITH&BROWN|Auditor|$329,802|—|$329,802|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WITHUMSMITH&BROWN](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $329,802

- **Estimated Expense Ratio:** 0.011% 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|$34,118,296|$16,310,761|—|$329,802|—|

| 2023|$33,518,792|$16,671,205|—|—|$2,504,316|

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