Plan Snapshot
- Plan Sponsor: Board Of Trustees Local 76 Resort Hotel Industry
- Sponsor EIN: 516120687
- Sponsor Address: C/O GITLIN ASSOCIATES, LLP, LIBERTY, NY, 12754
- Plan Type: DB
- Plan Number: 001
- Total Participants: 0
- Total Assets: $167,403
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 | $167,403 | $0 | $0 |
| 2023 | 0 | $174,286 | $0 | $0 |
| 2022 | 0 | $172,749 | $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 |
|---|---|---|---|---|
| GITLIN & ASSOCIATES, LLP | Recordkeeper | $45,453 | — | $45,453 |
| MILLIMAN USA | Actuary | $13,605 | — | $13,605 |
| SACCO CPA LLP | Auditor | $7,500 | — | $7,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN USA — Actuary
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,558
- Estimated Expense Ratio: 39.759% 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 | $79,477 | — | $45,453 | — | — |
| 2023 | $78,895 | — | $44,510 | — | — |
| 2022 | $76,694 | — | $43,245 | — | $20,820 |