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
- 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. |
|---|---|---|---|---|
| 2025 | 22,180 | $2.4B | $0 | $0 |
| 2024 | 20,243 | $2.2B | $0 | $0 |
| 2023 | 22,936 | $2.0B | $0 | $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 |
|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI, LLP | Auditor | $126,000 | — | $126,000 |
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: $126,000
- Estimated Expense Ratio: 0.005% 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 |
|---|---|---|---|---|---|
| 2025 | $37,643,459 | $31,377,460 | $183,009 | $126,000 | — |
| 2024 | $49,393,860 | $43,425,837 | $164,566 | $124,000 | — |
| 2023 | $21,758,775 | $16,406,616 | $145,694 | — | $1,073,759 |