Plan Snapshot
- Plan Sponsor: Board Of Trustees Drywall Tapers Annuity Fund
- Sponsor EIN: 133539244
- Sponsor Address: 36-18 33RD STREET, LONG ISLAND CITY, NY, 111062327
- Plan Type: DC
- Total Participants: 1,002
- Total Assets: $77.8M
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 | 1,002 | $77.8M | $6.6M | $0 |
| 2023 | 918 | $70.8M | $6.1M | $0 |
| 2022 | 908 | $67.1M | $6.8M | $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 | $214,791 | — | $214,791 |
| DRYWALL TAPERS INSURANCE FUND | RELATED BENEFIT PLAN | $210,112 | — | $210,112 |
| AMALGAMATED BANK OF NEW YORK | NONE | $52,797 | — | $52,797 |
| ULLICO INVESTMENT ADVISORS, INC. | NONE | $42,986 | — | $42,986 |
| MARSHALL & MOSS, PAYROLL COMPLIANCE | NONE | $39,675 | — | $39,675 |
| NOVAK FRANCELLA, LLC | NONE | $30,200 | — | $30,200 |
| REYNOLDS CONSULTING SERVICES, LLC | NONE | $22,000 | — | $22,000 |
| MARSHALL & MOSS, LLP | NONE | $17,027 | — | $17,027 |
| BARNES IACCARINO & SHEPHERED LLP | NONE | $15,000 | — | $15,000 |
| SEGAL CONSULTING | NONE | $7,500 | — | $7,500 |
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: $652,088
- Estimated Expense Ratio: 0.838% 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 | $653,763 | $332,574 | — | $30,200 | — |
| 2023 | $445,480 | $60,691 | — | $32,050 | — |
| 2022 | $431,861 | $86,358 | — | — | $115,415 |