Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Cement And Concrete Workers Dc Scholarship Fd
- Sponsor EIN: 306082178
- Sponsor Address: 214-38 42ND AVENUE, BAYSIDE, NY, 11361
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 863
- Total Assets: $2.7M
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 | 863 | $2.7M | $83,396 | $0 |
| 2023 | 977 | $2.5M | $93,778 | $0 |
| 2022 | 997 | $2.2M | $90,871 | $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 |
|---|---|---|---|---|
| REYNOLDS CONSULTING SERVICES LLC | Other Service Provider | $10,700 | — | $10,700 |
| SCHULTHEIS & PANETTIERI LLP | Auditor | $9,671 | — | $9,671 |
| INTERNATIONAL SCHOLARSHIP & TUITION | Other Service Provider | $9,295 | — | $9,295 |
| ATALANTA SOSNOFF CAPITAL LLC | Investment Advisor | $8,831 | — | $8,831 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTHEIS & PANETTIERI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,497
- Estimated Expense Ratio: 1.446% 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 | $182,680 | $22,970 | — | $9,671 | — |
| 2023 | $170,016 | $21,259 | — | $9,295 | — |
| 2022 | $152,050 | $20,507 | — | — | $12,176 |