# Board Of Trustees Of Division A Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-division-a-annuity-fund-plan

> Board Of Trustees Of Division A Annuity Fund's DC plan: 770 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 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](https://planprovider.pro/provider/ameritas-retirement-plans) — NONE

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/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|

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