Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Opeiu National Retirement Savings Plan
- Sponsor EIN: 824669377
- Sponsor Address: 1400 OLD COUNTRY RD, WESTBURY, NY, 115905119
- Plan Type: DC
- Total Participants: 1,810
- Total Assets: $113.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,810 | $113.7M | $3.8M | $3.5M |
| 2023 | 1,121 | $99.7M | $3.3M | $3.6M |
| 2022 | 1,888 | $86.3M | $2.4M | $3.1M |
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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | Auditor | $16,000 | — | $16,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,000
- Estimated Expense Ratio: 0.014% 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 | $757,806 | $489,371 | $97,612 | $16,000 | — |
| 2023 | $733,369 | $82,555 | $106,133 | $16,000 | — |
| 2022 | $479,299 | $85,752 | $199,339 | — | $104,794 |