Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Teamster Center Services Fund
- Sponsor EIN: 131964856
- Sponsor Address: 121 WEST 27TH STREET, NEW YORK, NY, 10001
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 28,085
- Total Assets: $846,388
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 | 28,085 | $846,388 | $724,600 | $0 |
| 2023 | 28,787 | $611,354 | $729,907 | $0 |
| 2022 | 28,560 | $667,963 | $697,653 | $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 |
|---|---|---|---|---|
| ANDREW JOHNSON | Other Service Provider | $229,233 | — | $229,233 |
| TODD CHRISTENSON | Other Service Provider | $119,777 | — | $119,777 |
| KAY GIMMESTAD | Other Service Provider | $110,150 | — | $110,150 |
| RUTH CLARKE JACKSON | Other Service Provider | $104,160 | — | $104,160 |
| SHERATON NY TIMES SQUARE | Other Service Provider | $75,693 | — | $75,693 |
| EDWARD KILEY | Other Service Provider | $73,235 | — | $73,235 |
| CALIBRE CPA GROUP, PLLC | Auditor | $14,867 | — | $14,867 |
| AUTOMATIC DATA PROCESSING, INC. | Other Service Provider | $14,840 | — | $14,840 |
| THE SEGAL COMPANY (EASTERN STATES) | Other Service Provider | $14,025 | — | $14,025 |
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: $755,980
- Estimated Expense Ratio: 89.318% 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 | $876,829 | — | — | $14,867 | — |
| 2023 | $859,270 | — | — | $14,825 | — |
| 2022 | $688,096 | — | — | — | $35,549 |