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
- Plan Number: 001
- Total Participants: 300
- Total Assets: $81,493
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 | 300 | $81,493 | $0 | $0 |
| 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 | $46,050 | — | $46,050 |
| LARRY MAGARIK | Custodian / Trustee | $30,510 | — | $30,510 |
| NOVAK FRANCELLA LLC | Other Service Provider | $15,762 | — | $15,762 |
| STATE STREET BANK AND TRUST COMPANY | Other Service Provider | $5,929 | — | $5,929 |
| COHEN, WEISS & SIMON, LLP | Other Service Provider | $5,227 | — | $5,227 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,478
- Estimated Expense Ratio: 126.978% 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 | $263,684 | — | $46,050 | $14,300 | — |
| 2024 | $113,549 | — | $45,000 | $14,623 | — |
| 2023 | $105,631 | — | $42,750 | $13,215 | — |
| 2022 | $84,600 | — | $39,600 | — | $22,520 |