Plan Snapshot
- Plan Sponsor: Board Of Trustees Drywall Pension Fund
- Sponsor EIN: 133875056
- Sponsor Address: 36-18 33RD STREET, LONG ISLAND CITY, NY, 111062327
- Plan Type: DB
- Total Participants: 941
- Total Assets: $175.7M
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 | 941 | $175.7M | $4.3M | $0 |
| 2023 | 918 | $155.6M | $3.4M | $0 |
| 2022 | 908 | $140.2M | $4.6M | $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 |
|---|---|---|---|---|
| CRESCENT CAPITAL GROUP | NONE | $450,024 | — | $450,024 |
| AMERICAN REALTY ADVISORS | NONE | $132,809 | — | $132,809 |
| DRYWALL TAPERS INSURANCE FUND | RELATED BENEFIT PLAN | $126,796 | — | $126,796 |
| THE SEGAL COMPANY | NONE | $104,800 | — | $104,800 |
| ULLICO INVESTMENT ADVISORS, INC. | NONE | $85,972 | — | $85,972 |
| AMAGLAMATED BANK OF NY | NONE | $49,117 | — | $49,117 |
| MARSHALL & MOSS,PAYROLL COMPLIANCE | NONE | $44,083 | — | $44,083 |
| REYNOLDS CONSULTING SERVICES, LLC | NONE | $35,500 | — | $35,500 |
| NOVAK FRANCELLA LLC | NONE | $32,500 | — | $32,500 |
| MARSHALL & MOSS, LLP | NONE | $18,919 | — | $18,919 |
| BARNES IACCARINO & SHEPHERD LLP | NONE | $18,210 | — | $18,210 |
| CONSTITUTION CAPITAL EQUITY PARTNER | NONE | — | $8,997 | $8,997 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,107,727
- Estimated Expense Ratio: 0.631% 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 | $1,467,023 | $765,348 | — | $32,500 | — |
| 2023 | $1,026,388 | $320,100 | — | $18,376 | — |
| 2022 | $961,745 | $277,135 | — | — | $139,936 |