Plan Snapshot
- Plan Sponsor: Board Of Trustees Local 805
- Sponsor EIN: 131917612
- Sponsor Address: 655 THIRD AVENUE 12TH FLOOR, NEW YORK, NY, 10017
- Plan Type: DB
- Plan Number: 001
- Total Participants: 440
- Total Assets: $177.0M
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 | 440 | $177.0M | $1.8M | $0 |
| 2023 | 453 | $180.9M | $2.0M | $0 |
| 2022 | 452 | $179.5M | $1.9M | $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 |
|---|---|---|---|---|
| SAVASTA AND COMPANY, INC. | Other Service Provider | $248,785 | — | $248,785 |
| INSIGHT INVESTMENT | Other Service Provider | $209,010 | — | $209,010 |
| EPSTEIN BECKER & GREEN | ERISA Attorney | $130,725 | — | $130,725 |
| PROSKAUER ROSE LLP | Other Service Provider | $88,832 | — | $88,832 |
| OSULLIVAN ASSOCIATES INC. | Other Service Provider | $69,340 | — | $69,340 |
| QUAN-VEST CONSULTANTS | Other Service Provider | $57,996 | — | $57,996 |
| PRUDENTIAL TRUST COMPANY | Other Service Provider | $54,282 | — | $54,282 |
| US BANCORP ASSET MANAGEMENT | Other Service Provider | $42,790 | — | $42,790 |
| PRUDENTIAL INSURANCE CO. | Recordkeeper | $18,440 | — | $18,440 |
| GOULD, KOBRICK & SCHLAPP, P.C. | Auditor | $18,000 | — | $18,000 |
| INTERCONTINENTAL U.S. REAL ESTATE | Other Service Provider | $17,402 | — | $17,402 |
| COUNSEL ADVISORS INC. | Other Service Provider | $15,000 | — | $15,000 |
| JPMORGAN CHASE BANK | Recordkeeper | $12,744 | — | $12,744 |
| SCHULTHEIS & PANETTIERI, LLP | Auditor | $6,492 | — | $6,492 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPSTEIN BECKER & GREEN — ERISA Attorney
- PRUDENTIAL INSURANCE CO. — Recordkeeper
- GOULD, KOBRICK & SCHLAPP, P.C. — Auditor
- JPMORGAN CHASE BANK — Recordkeeper
- SCHULTHEIS & PANETTIERI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $989,838
- Estimated Expense Ratio: 0.559% 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 | $1,094,517 | $284,408 | $248,785 | $18,000 | — |
| 2023 | $4,240,728 | $289,404 | $243,798 | $20,000 | — |
| 2022 | $858,105 | $137,185 | $225,318 | — | $375,638 |