# Board Of Trustees Of The Equity-League Pension Trust Fund DB Plan Source: https://planprovider.pro/companies/board-of-trustees-of-the-equity-league-pension-trust-fund-136696817-001 > Board Of Trustees Of The Equity-League Pension Trust Fund's DB plan: 22,180 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 Pension Trust Fund - **Sponsor EIN:** 136696817 - **Sponsor Address:** 165 WEST 46TH STREET SUITE 812, NEW YORK, NY, 100362501 - **Plan Type:** DB - **Plan Number:** 001 - **Total Participants:** 22,180 - **Total Assets:** $2.4B ## 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|22,180|$2.4B|$18.6M|$0| | 2023|20,243|$2.2B|$16.7M|$0| | 2022|22,936|$2.0B|$15.9M|$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| | FORTRESS INVESTMENT GROUP LLC|Other Service Provider|$5,000,611|—|$5,000,611| | CAMBRIDGE ASSOCIATES LLC|Other Service Provider|$2,604,461|—|$2,604,461| | BLUE TORCH CAPITAL|Other Service Provider|$2,458,892|—|$2,458,892| | GLENDON CAPITAL MANAGEMENT LP|Other Service Provider|$1,907,708|—|$1,907,708| | METRIC CAPITAL PARTNERS LLP|Other Service Provider|$1,560,612|—|$1,560,612| | 400 CAPITAL MANAGEMENT LLC|Other Service Provider|$1,324,228|—|$1,324,228| | ARBOUR LANE CAPITAL MANAGEMENT|Other Service Provider|$1,296,678|—|$1,296,678| | STONE POINT CAPITAL LLC|Other Service Provider|$1,290,920|—|$1,290,920| | KENNEDY LEWIS INVESTMENT MANAGEMENT|Other Service Provider|$1,192,511|—|$1,192,511| | OCP ASIA|Other Service Provider|$1,091,757|—|$1,091,757| | HARBOURVEST PARTNERS LP|Other Service Provider|$985,539|—|$985,539| | PRIMARY WAVE|Other Service Provider|$959,060|—|$959,060| | BALANCE POINT CAPITAL|Other Service Provider|$915,871|—|$915,871| | VITRUVIAN PARTNERS|Other Service Provider|$773,252|—|$773,252| | CTG EVERGREEN MANAGEMENT LIMITED|Other Service Provider|$341,183|$309,869|$651,052| | SILCHESTER INTERNATIONAL INVESTORS|Other Service Provider|$638,444|—|$638,444| | BLUE OWL CAPITAL INC|Other Service Provider|$608,277|—|$608,277| | EAGLE CAPITAL MANAGEMENT LLC|Investment Advisor|$489,061|—|$489,061| | LCM PARTNERS|Other Service Provider|$471,324|—|$471,324| | BANK OF NEW YORK MELLON|Other Service Provider|$449,189|—|$449,189| | SILVER LAKE PARTNERS LP|Other Service Provider|$414,429|—|$414,429| | HS MANAGEMENT PARTNERS LLC|Other Service Provider|$354,655|—|$354,655| | TENZING PRIVATE EQUITY LLP|Other Service Provider|$340,762|—|$340,762| | WYNNCHURCH CAPITAL LLC|Other Service Provider|$338,722|—|$338,722| | ACADIAN ASSET MANAGEMENT|Other Service Provider|$333,364|—|$333,364| | PROSKAUER ROSE LLP|Other Service Provider|$301,580|—|$301,580| | SPIVAK LIPTON LLP|Other Service Provider|$296,309|—|$296,309| | THE SEGAL COMPANY (EASTERN STATES)|Other Service Provider|$281,842|—|$281,842| | SCHULTHEIS & PANETTIERI LLP|Auditor|$273,954|—|$273,954| | CRAYHILL CAPITAL MANAGEMENT LP|Other Service Provider|$262,793|—|$262,793| | MALABAR INVESTMENTS LLC|Other Service Provider|—|$240,635|$240,635| | ADEPTUS ADVISORS|Other Service Provider|$184,846|—|$184,846| | ADP LLC|Recordkeeper|$183,009|—|$183,009| | REVELATION HEALTHCARE LP|Other Service Provider|$174,309|—|$174,309| | PARAMETRIC PORTFOLIO ASSOC LLC|Other Service Provider|$171,261|—|$171,261| | HILLHOUSE CAPITAL MANAGEMENT LTD|Other Service Provider|$163,927|—|$163,927| | XIANG HE|Other Service Provider|$147,230|—|$147,230| | GGV CAPITAL|Other Service Provider|$140,366|—|$140,366| | DOUBLELINE CAPITAL LP|Other Service Provider|$135,810|—|$135,810| | OPUS INVESTMENT ADVISORS LLC|Other Service Provider|$117,567|—|$117,567| | PACIFIC INVESTMENT MANAGEMENT COMP|Other Service Provider|$117,462|—|$117,462| | BARES CAPITAL MANAGEMENT INC|Other Service Provider|$112,816|—|$112,816| | ARDIAN|Other Service Provider|$97,682|—|$97,682| | FIRST RESERVE GP XIII LP|Other Service Provider|$76,569|—|$76,569| | PEMBERTON CAPITAL ADVISORS LLP|Other Service Provider|$61,656|—|$61,656| | FIVE STAR PRINTING & MAILING|Other Service Provider|$49,132|—|$49,132| | THOMPSON STREET CAPITAL PARTNERS|Other Service Provider|$42,842|—|$42,842| | TERRY SCHMIDT LLC|Other Service Provider|$26,684|—|$26,684| | COMPREHENSIVE CONSULTING SOLUTIONS|Other Service Provider|$23,939|—|$23,939| | GREAT HILL PARTNERS LLC|Other Service Provider|$18,714|—|$18,714| | CASTLELAKE LP|Other Service Provider|$14,241|—|$14,241| | KPS CAPITAL PARTNERS LP|Other Service Provider|$13,047|—|$13,047| | MAILGATE LLC|Other Service Provider|$5,884|—|$5,884| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [EAGLE CAPITAL MANAGEMENT LLC](https://planprovider.pro/provider/eagle-capital-management-llc) — Investment Advisor - [SCHULTHEIS & PANETTIERI LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — Auditor - [ADP LLC](https://planprovider.pro/provider/adp-retirement-services) — Recordkeeper ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $32,187,485 - **Estimated Expense Ratio:** 1.331% 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|$37,643,459|$31,377,460|$183,009|$126,000|—| | 2023|$49,393,860|$43,425,837|$164,566|$124,000|—| | 2022|$21,758,775|$16,406,616|$145,694|—|$1,073,759| ## Similar Plans - [Board Of Trustees Of The Equity League 401k Plan](https://planprovider.pro/companies/board-of-trustees-of-the-equity-league-401k-plan-plan) — 24,681 participants - 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