# Board Of Trustees Of Allied Welfare Fund 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-allied-welfare-fund-226062974-501

> Board Of Trustees Of Allied Welfare Fund's 401(k) plan: 1,532 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 Of Allied Welfare Fund

- **Sponsor EIN:** 226062974

- **Sponsor Address:** 1441 SOUTH AVENUE, SUITE 702, STATEN ISLAND, NY, 10314

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 1,532

- **Total Assets:** $48.3M

## 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|1,532|$48.3M|$6.3M|$47,996|

| 2023|1,596|$48.6M|$5.0M|$27,683|

| 2022|1,603|$46.6M|$6.7M|$10,623|

## 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|

| CROSSROADS HEALTHCARE MGMT LLC|Other Service Provider|$611,524|—|$611,524|

| GUARDIAN NURSES HEALTHCARE ADVOCATE|Other Service Provider|$277,272|—|$277,272|

| ANTHEM BLUE CROSS|Other Service Provider|$165,325|—|$165,325|

| MAGNACARE ADMINISTATIVE SERVICES|Other Service Provider|$39,800|$102,354|$142,154|

| FRIEDMAN AND ANSPACH|Other Service Provider|$120,707|—|$120,707|

| WEAVER AND TIDWELL, L.L.P.|Auditor|$62,083|—|$62,083|

| CALIBRE CPA GROUP, PLLC|Auditor|$40,000|—|$40,000|

| HEALTH ADVOCATE SOLUTIONS, INC.|Other Service Provider|$31,339|—|$31,339|

| DAVID R. PFAFF, M.D.|Other Service Provider|$24,000|—|$24,000|

| REYNOLDS CONSULTING SERVICES LLC|Other Service Provider|$18,500|—|$18,500|

| DD SERVICES, INC|Other Service Provider|$14,123|—|$14,123|

| SUMMIT ACTUARIAL SERVICES|Other Service Provider|$14,000|—|$14,000|

| AMALGAMATED BANK|Other Service Provider|$9,589|—|$9,589|

| CHARLIE N. HALL SR.|Custodian / Trustee|$9,000|—|$9,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WEAVER AND TIDWELL, L.L.P.](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/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:** $1,539,616

- **Estimated Expense Ratio:** 3.188% 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|$878,305|$28,829|$611,525|$40,000|—|

| 2023|$1,019,539|$26,093|$640,965|$42,000|—|

| 2022|$982,942|$28,452|$632,719|—|$244,598|

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