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
- 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. |
|---|---|---|---|---|
| 2025 | 36 | $21.4M | $0 | $0 |
| 2024 | 30 | $22.8M | $0 | $0 |
| 2023 | 27 | $23.2M | $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 |
|---|---|---|---|---|
| NOVAK FRANCELLA, LLC | Auditor | $27,500 | — | $27,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,500
- Estimated Expense Ratio: 0.129% 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 |
|---|---|---|---|---|---|
| 2025 | $2,278,128 | $18,375 | $89,370 | $27,500 | — |
| 2024 | $452,779 | $22,969 | $89,370 | $27,500 | — |
| 2023 | $433,776 | $25,503 | $104,265 | — | $207,498 |