Plan Snapshot
- Plan Sponsor: Board Of Trustees Elevator Division Retirement Plan
- Sponsor EIN: 133523453
- Sponsor Address: 35-40 36TH STREET 2ND FLOOR, LONG ISLAND CITY, NY, 111061337
- Plan Type: DB
- Total Participants: 1,638
- Total Assets: $229.9M
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 | 1,638 | $229.9M | $0 | $0 |
| 2023 | 1,643 | $190.5M | $0 | $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 |
|---|---|---|---|---|
| GRASSI & CO, CPAS,P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRASSI & CO, CPAS,P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,521,552 | $468,922 | — | — | — |
| 2023 | $1,353,957 | $434,553 | — | — | $235,925 |