Plan Snapshot
- Plan Sponsor: Board Of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund
- Sponsor EIN: 516129775
- Sponsor Address: 1400 OLD COUNTRY RD SUITE 406, WESTBURY, NY, 11590
- Plan Type: DC
- Total Participants: 705
- Total Assets: $54.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 705 | $54.0M | $2.5M | $0 |
| 2023 | 566 | $52.8M | $3.6M | $0 |
| 2022 | 583 | $46.7M | $2.6M | $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 |
|---|---|---|---|---|
| MARSHALL & MOSS ADMIN SERVICES, INC | NONE | $61,957 | — | $61,957 |
| REYNOLDS CONSULTING, LLC | NONE | $30,000 | — | $30,000 |
| GOULD KOBRICK & SCHLAPP, PC | NONE | $19,500 | — | $19,500 |
| SEGAL COMPANY | NONE | $13,000 | — | $13,000 |
| BARNES, IACCARINO & SHEPHERD LLP | NONE | $11,082 | — | $11,082 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GOULD KOBRICK & SCHLAPP, PC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $135,539
- Estimated Expense Ratio: 0.251% 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 | $163,592 | $30,000 | $61,957 | $19,500 | — |
| 2023 | $181,939 | $30,000 | $69,646 | $19,500 | — |
| 2022 | $220,066 | $28,125 | $114,592 | — | $52,463 |