Plan Snapshot
- Plan Sponsor: Board Of Trustees
- Sponsor EIN: 136146226
- Sponsor Address: 2459 OCEAN AVENUE SUITE B, RONKONKOMA, NY, 11779
- Plan Type: DB
- Total Participants: 557
- Total Assets: $88.3M
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 | 557 | $88.3M | $4.0M | $0 |
| 2023 | 492 | $81.3M | $4.4M | $0 |
| 2022 | 483 | $75.2M | $2.9M | $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 |
|---|---|---|---|---|
| BRHD OF LOCMTV ENG & TRNMN LI GCA | Other Service Provider | $285,250 | — | $285,250 |
| INTERCONTINENTAL REAL ESTATE CO. | Other Service Provider | $94,133 | — | $94,133 |
| INVESTMENT PERFORMANCE SERVICES | Other Service Provider | $90,000 | — | $90,000 |
| BOYD WATTERSON ASSET MANAGEMENT, LL | Other Service Provider | $77,163 | — | $77,163 |
| COHEN, WEISS & SIMON, LLP | Other Service Provider | $56,304 | — | $56,304 |
| WEDGE CAPITAL MANAGEMENT, LLP | Other Service Provider | $47,397 | — | $47,397 |
| HARDMAN JOHNSTON GLOBAL ADVISORS | Other Service Provider | $38,321 | — | $38,321 |
| SEGALL BRYANT & HAMILL | Other Service Provider | $34,219 | — | $34,219 |
| GOULD, KOBRICK & SCHLAPP PC | Auditor | $31,500 | — | $31,500 |
| BOLTON PARTNERS, INC. | Other Service Provider | $30,000 | — | $30,000 |
| FIRST EAGLE INVESTMENT MANAGEMENT | Other Service Provider | $23,181 | — | $23,181 |
| CHARTWELL INVESTMENT PARTNERS, LLC | Other Service Provider | $21,291 | — | $21,291 |
| BRHD OF LOCMTV ENG & TRNMN LI WEL F | Other Service Provider | $20,195 | — | $20,195 |
| ULLICO INVESTMENT ADVISORS INC. | Other Service Provider | $20,135 | — | $20,135 |
| THE SEGAL COMPANY | Other Service Provider | $16,050 | — | $16,050 |
| WASHINGTON CAPITAL MANAGEMENT, INC. | Other Service Provider | $14,683 | — | $14,683 |
| AMALGAMATED BANK | Other Service Provider | $6,433 | — | $6,433 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GOULD, KOBRICK & SCHLAPP PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $906,255
- Estimated Expense Ratio: 1.026% 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 | $961,065 | $387,384 | — | $31,500 | — |
| 2023 | $1,102,279 | $364,283 | — | $31,500 | — |
| 2022 | $954,846 | $365,702 | — | — | $111,480 |