# Board Of Trustees, Annuity Fund Of Local No. One, I.A.T.S.E. DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-annuity-fund-of-local-no-one-i-a-t-s-e-plan

> Board Of Trustees, Annuity Fund Of Local No. One, I.A.T.S.E.'s DC plan: 21,686 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Annuity Fund Of Local No. One, I.A.T.S.E.

- **Sponsor EIN:** 133022965

- **Sponsor Address:** 320 WEST 46TH ST., NEW YORK, NY, 10036

- **Plan Type:** DC

- **Total Participants:** 21,686

- **Total Assets:** $1.2B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|21,686|$1.2B|$52.0M|$553,157|

| 2023|20,955|$1.1B|$47.2M|$295,904|

| 2022|19,326|$956.4M|$43.9M|$272,972|

## 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|$135,857|—|$135,857|

| SPIVAK LIPTON LLP|NONE|$112,508|—|$112,508|

| SCHULTHEIS & PANETTIERI, LLP|NONE|$58,249|—|$58,249|

| GALLAGHER FIDUCIARY ADVISORS LLC|NONE|$57,433|—|$57,433|

| SEGAL SELECT INSURANCE SERVICES,INC|NONE|—|$20,383|$20,383|

| COMPREHENSIVE CONSULTING SOLUTIONS|NONE|$20,233|—|$20,233|

| PWC CONSULTING|NONE|$19,013|—|$19,013|

| MEKETA INVESTMENT GROUP, INC.|NONE|$18,750|—|$18,750|

| SYNTONIC SYSTEMS INC.|NONE|$9,396|—|$9,396|

| THE SEGAL COMPANY (EASTERN STATES)|NONE|$8,375|—|$8,375|

| PYLON LOGISTICS|NONE|$7,587|—|$7,587|

| 9 TO 5 OFFICE SUPPLIES|NONE|$6,384|—|$6,384|

| PRELUDE CONSULTING, INC.|NONE|$6,005|—|$6,005|

### 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

- [SCHULTHEIS & PANETTIERI, LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — NONE

- [GALLAGHER FIDUCIARY ADVISORS LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $480,173

- **Estimated Expense Ratio:** 0.041% 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|$1,157,674|$19,013|—|$42,000|—|

| 2023|$1,091,195|$112,466|—|$43,500|—|

| 2022|$1,072,841|$72,184|—|—|$285,590|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-annuity-fund-of-local-no-one-i-a-t-s-e-plan)

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