# Board Of Trustees Of Smw Lu No. 28 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-smw-lu-no-28-annuity-fund-plan

> Board Of Trustees Of Smw Lu No. 28 Annuity Fund's DC plan: 3,683 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 Smw Lu No. 28 Annuity Fund

- **Sponsor EIN:** 133073165

- **Sponsor Address:** 195 MINEOLA BLVD., MINEOLA, NY, 115012524

- **Plan Type:** DC

- **Total Participants:** 3,683

- **Total Assets:** $589.6M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3,683|$589.6M|$24.1M|$0|

| 2023|3,756|$571.5M|$24.5M|$0|

| 2022|3,817|$541.4M|$26.3M|$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|

| RASHANNA JOHNSON|EMPLOYEE|$74,174|—|$74,174|

| CALIBRE CPA GROUP, PLLC|NONE|$59,028|—|$59,028|

| GLEN CAMISA|EMPLOYEE|$51,383|—|$51,383|

| REYNOLDS CONSULTING SERVICES|NONE|$35,200|—|$35,200|

| COLLERAN, O'HARA & MILLS LLP|NONE|$34,931|—|$34,931|

| CARLOS ANDRADE|EMPLOYEE|$31,009|—|$31,009|

| ROBERT KATUNA|EMPLOYEE|$28,792|—|$28,792|

| DATA RESEARCH GROUP|NONE|$22,941|—|$22,941|

| PROSKAUER ROSE LLP|NONE|$20,353|—|$20,353|

| SCHULTHEIS & PANETTIERI, LLP|NONE|$19,765|—|$19,765|

| FLEXIBLE BUSINESS SYSTEMS|NONE|$15,446|—|$15,446|

| SYNTONIC SYSTEM, INC|NONE|$7,220|—|$7,220|

### 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) — NONE

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

- [SCHULTHEIS & PANETTIERI, LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $400,242

- **Estimated Expense Ratio:** 0.068% 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|$755,208|$56,073|—|$30,900|—|

| 2023|$718,294|$52,139|—|$30,900|—|

| 2022|$696,084|$55,302|—|—|$136,268|

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