# Board Of Trustees Exhibition Employees Local 829 DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-exhibition-employees-local-829-132995659-001

> Board Of Trustees Exhibition Employees Local 829's DB plan: 36 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 Exhibition Employees Local 829

- **Sponsor EIN:** 132995659

- **Sponsor Address:** 140 SYLVAN AVENUE, SUITE 303, ENGLEWOOD CLIFFS, NJ, 076322560

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 36

- **Total Assets:** $21.4M

## 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|36|$21.4M|$679,149|$0|

| 2023|30|$22.8M|$519,098|$0|

| 2022|27|$23.2M|$452,979|$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|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$89,370|—|$89,370|

| O'DONOGHUE & O'DONOGHUE, LLP|Other Service Provider|$59,699|—|$59,699|

| NOVAK FRANCELLA, LLC|Auditor|$41,693|—|$41,693|

| THE SEGAL COMPANY|Other Service Provider|$39,198|—|$39,198|

| REYNOLDS CONSULTING SERVICES, LLC|Other Service Provider|$18,375|—|$18,375|

| JUDITH P. BROACH|Other Service Provider|$18,060|—|$18,060|

| STULBERG & WALSH LLP|Other Service Provider|$5,584|—|$5,584|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $271,979

- **Estimated Expense Ratio:** 1.272% 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|$2,278,128|$18,375|$89,370|$27,500|—|

| 2023|$452,779|$22,969|$89,370|$27,500|—|

| 2022|$433,776|$25,503|$104,265|—|$207,498|

## Similar Plans

- [Plan Professionals, LLC](https://planprovider.pro/companies/plan-professionals-llc-401k-plan-002) — 15,566 participants

- [Employers Association Of New Jersey Iation](https://planprovider.pro/companies/employers-association-of-new-jersey-401k-plan) — 1,667 participants

- [Jewish Federation Of Southern New Jersey](https://planprovider.pro/companies/jewish-federation-of-southern-new-jersey-403b-plan) — 1,603 participants

- [United Methodist Homes Of New Jersey](https://planprovider.pro/companies/united-methodist-homes-of-new-jersey-403b-plan) — 1,388 participants

- [The Institute Of Electrical And Electronics Engineers,INC.](https://planprovider.pro/companies/the-institute-of-electrical-and-electronics-engineers-inc-401k-plan) — 1,264 participants

- [Legacy Treatment Services, INC.](https://planprovider.pro/companies/legacy-treatment-services-inc-403b-plan) — 814 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-exhibition-employees-local-829-132995659-001)

© 2026 PlanProvider.Pro