# Board Of Trustees - Recycling And Gen. Ind. Union L 108 Welfare Fund 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-recycling-and-gen-ind-union-l-108-welfare-fund-135605495-501

> Board Of Trustees - Recycling And Gen. Ind. Union L 108 Welfare Fund's 401(k) plan: 1,122 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees - Recycling And Gen. Ind. Union L 108 Welfare Fund

- **Sponsor EIN:** 135605495

- **Sponsor Address:** 485 ROUTE 1, ISELIN, NJ, 08830

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 1,122

- **Total Assets:** $3.3M

## 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|1,122|$3.3M|$17.1M|$2.4M|

| 2023|1,026|$4.0M|$14.7M|$2.0M|

| 2022|1,028|$4.1M|$14.3M|$1.7M|

## 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|

| THE SEGAL CO (EASTERN STATES), INC.|Other Service Provider|$78,569|—|$78,569|

| EXPRESS SCRIPTS, INC.|Other Service Provider|$75,312|—|$75,312|

| SCHULTHEIS & PANETTIERI, LLP|Auditor|$75,148|—|$75,148|

| COHEN, WEISS AND SIMON LLP|Other Service Provider|$55,018|—|$55,018|

| TPA CORPORATION|Other Service Provider|$39,000|—|$39,000|

| D.D. SERVICES, INC.|Other Service Provider|$34,535|—|$34,535|

| RONALD BERGAMINI|Custodian / Trustee|$7,500|—|$7,500|

| AMALGAMATED BANK|Other Service Provider|$6,712|—|$6,712|

| SEGAL SELECT INSURANCE SVCS, INC.|Other Service Provider|—|$6,252|$6,252|

### 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:** $378,046

- **Estimated Expense Ratio:** 11.607% 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|$650,953|—|—|$47,500|—|

| 2023|$846,701|—|—|$46,000|—|

| 2022|$769,366|—|—|—|$241,378|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-recycling-and-gen-ind-union-l-108-welfare-fund-135605495-501)

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