# 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-plan

> Board Of Trustees Of The Equity-League Pension Trust Fund's DB plan: 22,180 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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](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:** $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|

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