Plan Snapshot
- Plan Sponsor: Board Of Trustees Fur Retirement Fd
- Sponsor EIN: 136088918
- Sponsor Address: 20000 HORIZON WAY SUITE 600, MOUNT LAUREL, NJ, 08054
- Plan Type: DB
- Total Participants: 0
- Total Assets: $83,690
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 | 0 | $83,690 | $0 | $0 |
| 2023 | 0 | $100,990 | $0 | $0 |
| 2022 | 0 | $93,516 | $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 |
|---|---|---|---|---|
| BEACON ADMINISTRATORS & CONSULTANTS | Other Service Provider | $45,000 | — | $45,000 |
| LARRY MAGARIK, ESQ | Custodian / Trustee | $21,870 | — | $21,870 |
| NOVAK FRANCELLA LLC | Auditor | $14,623 | — | $14,623 |
| RAE CONSULTING | Other Service Provider | $9,159 | — | $9,159 |
| STATE STREET BANK AND TRUST COMPANY | Other Service Provider | $6,298 | — | $6,298 |
| COHEN, WEISS & SIMON, LLP | Other Service Provider | $6,013 | — | $6,013 |
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: $102,963
- Estimated Expense Ratio: 123.029% 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 | $113,549 | — | $45,000 | $14,623 | — |
| 2023 | $105,631 | — | $42,750 | $13,215 | — |
| 2022 | $84,600 | — | $39,600 | — | $22,520 |