Plan Snapshot
- Plan Sponsor: Board Of Trustees Doctors Council Annuity Fund 2
- Sponsor EIN: 134142891
- Sponsor Address: 50 BROADWAY 11TH FLOOR, NEW YORK, NY, 10004
- Plan Type: DC
- Total Participants: 87
- Total Assets: $28.0M
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 | 87 | $28.0M | $1.5M | $0 |
| 2023 | 90 | $25.6M | $1.5M | $0 |
| 2022 | 97 | $23.8M | $1.5M | $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 |
|---|---|---|---|---|
| DOCTORS COUNCIL | RELATED LABOR UNION | $31,583 | — | $31,583 |
| PRYOR CASHMAN LLP | UNION'S ATTORNEY | $18,831 | — | $18,831 |
| DOCTORS COUNCIL WELFARE PLAN | RELATED BENEFIT PLAN | $16,446 | — | $16,446 |
| GOULD KOBRICK & SCHLAPP, PC | UNION'S AUDITOR | $13,000 | — | $13,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRYOR CASHMAN LLP — UNION'S ATTORNEY
- GOULD KOBRICK & SCHLAPP, PC — UNION'S AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,860
- Estimated Expense Ratio: 0.285% 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 | $92,567 | $3,994 | — | $13,000 | — |
| 2023 | $83,472 | $3,067 | — | $13,000 | — |
| 2022 | $87,924 | $3,155 | — | — | $36,098 |