# Board Of Trustees Of Local 813 Savings And Thrift Trust Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-local-813-savings-and-thrift-trust-fund-plan

> Board Of Trustees Of Local 813 Savings And Thrift Trust Fund's DC plan: 1,249 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## 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](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:** $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|

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