# Board Of Trustees Of Asbestos Workers Local 12a Abatement Annuity Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-asbestos-workers-local-12a-abatement-annuity-plan-113517513-001

> Board Of Trustees Of Asbestos Workers Local 12a Abatement Annuity Plan's DC plan: 299 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Asbestos Workers Local 12a Abatement Annuity Plan

- **Sponsor EIN:** 113517513

- **Sponsor Address:** 1040 AVE OF THE AMERICAS 24TH FL, NEW YORK, NY, 10018

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 299

- **Total Assets:** $15.6M

## 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|299|$15.6M|$1.3M|$0|

| 2023|316|$15.1M|$1.7M|$0|

| 2022|299|$12.6M|$1.4M|$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|

| ATALANTA SOSNOFF|Other Service Provider|$61,626|—|$61,626|

| COLLERAN OHARA & MILLS|Other Service Provider|$53,031|—|$53,031|

| MERRILL LYNCH|Other Service Provider|$47,757|—|$47,757|

| DH COOK ASSOCIATES|Other Service Provider|$39,000|—|$39,000|

| RAE CONSULTING|Other Service Provider|$30,298|—|$30,298|

| JOSEPH M. STERN ASSOCIATES|Other Service Provider|$28,644|—|$28,644|

| GOULD KOBRICK & SCHLAPP PC|Auditor|$19,500|—|$19,500|

| BISCEGLIE & ASSOCIATES|Other Service Provider|$18,000|—|$18,000|

### Verified Provider Profiles

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

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

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $297,856

- **Estimated Expense Ratio:** 1.913% 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|$324,333|$61,626|$39,000|$19,500|—|

| 2023|$325,972|$53,212|$39,000|$19,500|—|

| 2022|$297,286|$84,047|$39,000|—|$145,288|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-asbestos-workers-local-12a-abatement-annuity-plan-113517513-001)

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