# Board Of Trustees Local 713 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-713-annuity-fund-plan

> Board Of Trustees Local 713 Annuity Fund's DC plan: 27,615 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 Local 713 Annuity Fund

- **Sponsor EIN:** 261908711

- **Sponsor Address:** 555 WESTBURY AVENUE, CARLE PLACE, NY, 115141656

- **Plan Type:** DC

- **Total Participants:** 27,615

- **Total Assets:** $33.8M

## 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|27,615|$33.8M|$3.2M|$0|

| 2023|25,523|$28.7M|$3.6M|$0|

| 2022|26,434|$22.8M|$4.1M|$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|$28,500|—|$28,500|

### 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:** $28,500

- **Estimated Expense Ratio:** 0.084% 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|$448,443|$230,420|$36,000|$28,500|—|

| 2023|$407,329|$180,429|$36,000|$23,000|—|

| 2022|$396,376|$174,502|$36,000|—|$25,200|

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