Plan Snapshot
- Plan Sponsor: Board Of Trustees Metal Lathers Trust Fund 46
- Sponsor EIN: 132878811
- Sponsor Address: 61-02 32ND AVENUE, WOODSIDE, NY, 11377
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 682
- Total Assets: $22.6M
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 | 682 | $22.6M | $24.7M | $365,743 |
| 2023 | 679 | $24.2M | $25.6M | $424,355 |
| 2022 | 1,012 | $23.5M | $25.8M | $556,170 |
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 |
|---|---|---|---|---|
| EMPIRE HEALTHCHOICE ASSURANCE, INC. | Other Service Provider | $742,487 | — | $742,487 |
| FITZSIMMONS ABRAMS, LLP | Auditor | $190,781 | — | $190,781 |
| PROSKAUER ROSE LLP | Other Service Provider | $137,245 | — | $137,245 |
| MARSHALL AND MOSS, LLP | Other Service Provider | $86,112 | — | $86,112 |
| THE SEGAL COMPANY | Other Service Provider | $77,000 | — | $77,000 |
| JBM COMPUTER CONSULTANTS INC | Other Service Provider | $74,975 | — | $74,975 |
| CLAUDINE D KAY | Other Service Provider | $66,096 | — | $66,096 |
| CALIBRE CPA GROUP PLLC | Auditor | $41,000 | — | $41,000 |
| JENNIFER GARCIA | Other Service Provider | $40,386 | — | $40,386 |
| COLLERAN O'HARA & MILLS LLP | Other Service Provider | $39,756 | — | $39,756 |
| SYLVIA REYES | Other Service Provider | $31,584 | — | $31,584 |
| REYNOLDS CONSULTING SERVICES, LLC | Other Service Provider | $12,500 | — | $12,500 |
| LOCKTIGHT SOLUTIONS, INC. | Other Service Provider | $7,410 | — | $7,410 |
| NATHAN & BERNSTEIN CPA, P.C. | Other Service Provider | $6,689 | — | $6,689 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FITZSIMMONS ABRAMS, LLP — Auditor
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,554,021
- Estimated Expense Ratio: 6.861% 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 | $1,208,825 | $68,303 | $86,112 | $41,000 | — |
| 2023 | $1,132,135 | $75,709 | $94,505 | $41,000 | — |
| 2022 | $1,180,428 | $107,912 | — | — | $524,394 |