# Board Of Trustees Local 805 DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-805-131917612-001

> Board Of Trustees Local 805's DB plan: 440 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 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](https://planprovider.pro/provider/epstein-becker-and-green-pc) — ERISA Attorney

- [PRUDENTIAL INSURANCE CO.](https://planprovider.pro/provider/empower) — Recordkeeper

- [GOULD, KOBRICK & SCHLAPP, P.C.](https://planprovider.pro/provider/gould-kobrick-and-schlapp-pc) — Auditor

- [JPMORGAN CHASE BANK](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [SCHULTHEIS & PANETTIERI, LLP](https://planprovider.pro/provider/schultheis-and-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|

## Similar Plans

- [Board Of Trustees Local 804 Annuity Fund](https://planprovider.pro/companies/board-of-trustees-local-804-annuity-fund-plan) — 7,578 participants

- [Board Of Trustees Local 804 Welfare Trust Fund](https://planprovider.pro/companies/board-of-trustees-local-804-welfare-trust-fund-111637886-501) — 4,955 participants

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- [Board Of Trustees Of Local 282](https://planprovider.pro/companies/board-of-trustees-of-local-282-plan) — 3,000 participants

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- [Board Of Trustees Local 282](https://planprovider.pro/companies/board-of-trustees-local-282-116276103-502) — 2,657 participants

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