Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Allied Security Health & Welfare Fund
- Sponsor EIN: 132738779
- Sponsor Address: 332 WILLIS AVENUE, MINEOLA, NY, 115011500
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 725
- Total Assets: $4.3M
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 | 725 | $4.3M | $465,789 | $0 |
| 2023 | 734 | $4.3M | $495,716 | $0 |
| 2022 | 839 | $4.1M | $569,274 | $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 |
|---|---|---|---|---|
| ARIA EMPLOYEE BENEFIT SERVICES, INC | Other Service Provider | $46,611 | — | $46,611 |
| MARYBETH STAFFORD | Other Service Provider | $43,333 | — | $43,333 |
| ALISA BOUDON | Other Service Provider | $31,710 | — | $31,710 |
| TARA PAMULO | Other Service Provider | $26,000 | — | $26,000 |
| FEDERATION PENSION BUREAU | Other Service Provider | $21,600 | — | $21,600 |
| ROCCO J. RICCIARDI | Other Service Provider | $19,004 | — | $19,004 |
| GOULD KOBRICK & SCHLAPP PC | Auditor | $16,000 | — | $16,000 |
| AVANTAX ADVISORY SERVICES | Investment Advisor | $15,755 | — | $15,755 |
| ALLIED INTERNATIONAL UNION | Other Service Provider | $12,000 | — | $12,000 |
| BARNES IACCARINO & SHEPHERD LLP | Other Service Provider | $9,500 | — | $9,500 |
| REYNOLDS CONSULTING SERVICES LLC | Other Service Provider | $8,500 | — | $8,500 |
| MAGNACARE | Other Service Provider | $7,104 | — | $7,104 |
| DAVID GREENWALD, ESQ. PLLC | Other Service Provider | $6,750 | — | $6,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GOULD KOBRICK & SCHLAPP PC — Auditor
- AVANTAX ADVISORY SERVICES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $263,867
- Estimated Expense Ratio: 6.129% 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 | $310,056 | $24,611 | $54,968 | $16,000 | — |
| 2023 | $262,396 | $8,325 | $60,461 | $16,000 | — |
| 2022 | $202,137 | $13,064 | $36,392 | — | $85,136 |