# Board Of Trustees Of The Equity League 401k Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-equity-league-401k-plan-plan

> Board Of Trustees Of The Equity League 401k Plan's DC plan: 24,136 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 The Equity League 401k Plan

- **Sponsor EIN:** 134155733

- **Sponsor Address:** 165 WEST 46TH STREET 8TH FLOOR, NEW YORK, NY, 100362501

- **Plan Type:** DC

- **Total Participants:** 24,136

- **Total Assets:** $557.1M

## 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:** Yes

## Plan Financials by Year

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

| 2024|24,136|$557.1M|$11.6M|$13.5M|

| 2023|23,362|$488.2M|$11.5M|$12.9M|

| 2022|23,067|$406.7M|$10.9M|$12.5M|

## 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|

| JOHN HANCOCK RETIREMENT PLAN SVCS|NONE|$284,550|—|$284,550|

| SEGAL MARCO ADVISORS|NONE|$79,828|—|$79,828|

| PROSKAUER ROSE LLP|NONE|$62,677|—|$62,677|

| SPIVAK LIPTON LLP|NONE|$62,062|—|$62,062|

| SCHULTHEIS & PANETTIERI LLP|NONE|$60,577|—|$60,577|

| THE SEGAL CO (EASTERN STATES) INC|NONE|$14,235|—|$14,235|

| TERRY SCHMIDT LLC|NONE|$11,316|—|$11,316|

| COMPREHENSIVE CONSULTING SOLUTIONS|NONE|$9,180|—|$9,180|

### Verified Provider Profiles

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

- [JOHN HANCOCK RETIREMENT PLAN SVCS](https://planprovider.pro/provider/john-hancock) — 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:** $584,425

- **Estimated Expense Ratio:** 0.105% 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|$1,727,223|$364,378|—|$54,000|—|

| 2023|$1,399,332|$52,220|—|$53,000|—|

| 2022|$1,273,559|$59,304|—|—|$185,809|

## Similar Plans

- [Board Of Trustees Of The American Federation Of Musicians And Employe](https://planprovider.pro/companies/board-of-trustees-of-the-american-federation-of-musicians-and-employe-plan) — 19,513 participants

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