# Board Of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-boilermakers-local-lodge-no-5-annuity-fund-plan

> Board Of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund's DC plan: 705 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/gould-kobrick-and-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|

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