# Board Of Trustees Of Pension Fund Private Sanitation Union Local 813 I DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-pension-fund-private-sanitation-union-local-813-i-plan

> Board Of Trustees Of Pension Fund Private Sanitation Union Local 813 I&#39;s DB plan: 490 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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|NONE|$697,922|—|$697,922|

| O'SULLIVAN ASSOCIATES|NONE|$62,163|—|$62,163|

| ANDREW ANDERSON|EMPLOYEE|$61,431|—|$61,431|

| SHANAE JOHNSON|EMPLOYEE|$61,121|—|$61,121|

| QUAN-VEST CONSULTANTS, INC.|NONE|$51,181|—|$51,181|

| THE BANK OF NEW YORK MELLON|NONE|$50,235|—|$50,235|

| CALIBRE CPA GROUP PLLC|AUDITOR|$47,872|—|$47,872|

| DOMINICK GIGLIO|EMPLOYEE|$41,991|—|$41,991|

| TOCQUEVILLE ASSET MANAGEMENT|NONE|$39,292|—|$39,292|

| C AND S CONSULTING|TRUSTEE|$38,400|—|$38,400|

| COUNSEL ADVISORS, INC.|TRUSTEE|$38,400|—|$38,400|

| LSV ASSET MANAGEMENT|NONE|$37,967|—|$37,967|

| CAROL A. FRANKLIN|EMPLOYEE|$31,772|—|$31,772|

| ELZBIETA PRIOLA|EMPLOYEE|$28,582|—|$28,582|

| HSSH CONSULTING, INC.|NONE|$27,072|—|$27,072|

| ALLSPRING GLOBAL INVESTMENTS|NONE|$25,267|—|$25,267|

| SEGAL SELECT INSURANCE SERVICES INC|NONE|—|$7,974|$7,974|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PROSKAUER ROSE LLP](https://planprovider.pro/provider/proskauer-rose-llp) — NONE

- [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:** $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|

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