Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Local 813 Savings And Thrift Trust Fund
- Sponsor EIN: 800529051
- Sponsor Address: 48-18 VAN DAM STREET, SUITE 201, LONG ISLAND CITY, NY, 11101
- Plan Type: DC
- Total Participants: 1,249
- Total Assets: $30.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,249 | $30.5M | $3.9M | $774,908 |
| 2023 | 1,218 | $24.6M | $3.6M | $763,575 |
| 2022 | 1,142 | $18.1M | $3.2M | $911,400 |
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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | Auditor | $8,326 | — | $8,326 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $8,326
- Estimated Expense Ratio: 0.027% 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 | $305,973 | — | — | $8,326 | — |
| 2023 | $310,184 | — | — | $8,290 | — |
| 2022 | $253,190 | — | $117,700 | — | $45,699 |