# Board Of Trustees Of The Cement And Concrete Workers Dc Scholarship Fd Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-cement-and-concrete-workers-dc-scholarship-fd-306082178-502

> Board Of Trustees Of The Cement And Concrete Workers Dc Scholarship Fd's Health & Welfare plan: 863 participants, plan year 2024 financials, providers, and b…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/schultheis-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-cement-and-concrete-workers-dc-scholarship-fd-306082178-502)

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