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
- 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. |
|---|---|---|---|---|
| 2025 | 440 | $177.0M | $0 | $0 |
| 2024 | 453 | $180.9M | $0 | $0 |
| 2023 | 452 | $179.5M | $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 |
|---|---|---|---|---|
| GOULD, KOBRICK & SCHLAPP P.C. | Auditor | $18,000 | — | $18,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GOULD, KOBRICK & SCHLAPP P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,000
- Estimated Expense Ratio: 0.010% 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 | $1,094,517 | $284,408 | $248,785 | $18,000 | — |
| 2024 | $4,240,728 | $289,404 | $243,798 | $20,000 | — |
| 2023 | $858,105 | $137,185 | $225,318 | — | $375,638 |