Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Division A Annuity Fund
- Sponsor EIN: 562290624
- Sponsor Address: 709 EIGHTH AVENUE, NEW YORK, NY, 100367111
- Plan Type: DC
- Total Participants: 770
- Total Assets: $11.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 770 | $11.3M | $177,636 | $843,311 |
| 2023 | 805 | $9.6M | $173,333 | $735,768 |
| 2022 | 696 | $8.2M | $149,182 | $678,380 |
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 |
|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | NONE | $49,346 | — | $49,346 |
| NOVAK FRANCELLA, LLC | NONE | $26,961 | — | $26,961 |
| PITTA LLP | NONE | $20,497 | — | $20,497 |
| SEGAL MARCO ADVISORS, INC. | NONE | $20,000 | — | $20,000 |
| JPMORGAN CHASE BANK, N.A. | NONE | $5,660 | — | $5,660 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERITAS LIFE INSURANCE CORP — NONE
- NOVAK FRANCELLA, LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $122,464
- Estimated Expense Ratio: 1.085% 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 | $145,519 | — | $49,346 | $25,000 | — |
| 2023 | $161,968 | — | $67,924 | $25,000 | — |
| 2022 | $123,666 | — | $47,020 | — | $52,745 |