Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Pension Fund Private Sanitation Union Local 813 I
- Sponsor EIN: 131975659
- Sponsor Address: 48-18 VAN DAM STREET, SUITE 201, LONG ISLAND CITY, NY, 111013107
- Plan Type: DB
- Total Participants: 490
- Total Assets: $278.7M
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 | 490 | $278.7M | $7.3M | $0 |
| 2023 | 519 | $168.7M | $8.6M | $0 |
| 2022 | 555 | $164.1M | $7.0M | $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 |
|---|---|---|---|---|
| PROSKAUER ROSE LLP | ERISA Attorney | $697,922 | — | $697,922 |
| O'SULLIVAN ASSOCIATES | Other Service Provider | $62,163 | — | $62,163 |
| ANDREW ANDERSON | Other Service Provider | $61,431 | — | $61,431 |
| SHANAE JOHNSON | Other Service Provider | $61,121 | — | $61,121 |
| QUAN-VEST CONSULTANTS, INC. | Other Service Provider | $51,181 | — | $51,181 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $50,235 | — | $50,235 |
| CALIBRE CPA GROUP PLLC | Auditor | $47,872 | — | $47,872 |
| DOMINICK GIGLIO | Other Service Provider | $41,991 | — | $41,991 |
| TOCQUEVILLE ASSET MANAGEMENT | Other Service Provider | $39,292 | — | $39,292 |
| C AND S CONSULTING | Custodian / Trustee | $38,400 | — | $38,400 |
| COUNSEL ADVISORS, INC. | Custodian / Trustee | $38,400 | — | $38,400 |
| LSV ASSET MANAGEMENT | Other Service Provider | $37,967 | — | $37,967 |
| CAROL A. FRANKLIN | Other Service Provider | $31,772 | — | $31,772 |
| ELZBIETA PRIOLA | Other Service Provider | $28,582 | — | $28,582 |
| HSSH CONSULTING, INC. | Other Service Provider | $27,072 | — | $27,072 |
| ALLSPRING GLOBAL INVESTMENTS | Other Service Provider | $25,267 | — | $25,267 |
| SEGAL SELECT INSURANCE SERVICES INC | Other Service Provider | — | $7,974 | $7,974 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PROSKAUER ROSE LLP — ERISA Attorney
- 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: $1,348,642
- Estimated Expense Ratio: 0.484% 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 | $1,818,496 | $313,212 | — | $47,872 | — |
| 2023 | $1,966,459 | $285,767 | — | $46,880 | — |
| 2022 | $1,535,327 | $377,761 | — | — | $405,971 |