# Board Of Trustees Elevator Division Retirement Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-elevator-division-retirement-plan-plan

> Board Of Trustees Elevator Division Retirement Plan's DB plan: 1,638 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/grassi-and-co-cpas-pc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-elevator-division-retirement-plan-plan)

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