Plan Snapshot
- Plan Sponsor: Board Of Trustees Soft Drink And Brewery Workers
- Sponsor EIN: 135660090
- Sponsor Address: 445 NORTHERN BOULEVARD STE. 30, GREAT NECK, NY, 110214804
- Plan Type: DB
- Plan Number: 001
- Total Participants: 1,656
- Total Assets: $973.8M
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 | 1,656 | $973.8M | $3.2M | $0 |
| 2023 | 2,113 | $933.7M | $4.1M | $0 |
| 2022 | 1,948 | $878.7M | $466.1M | $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 |
|---|---|---|---|---|
| INTERCONTINENTAL REAL ESTATE CORP | Other Service Provider | $486,664 | — | $486,664 |
| LOOMIS SAYLES TRUST COMPANY | Other Service Provider | $425,694 | — | $425,694 |
| SUSETTE STONE | Other Service Provider | $306,877 | — | $306,877 |
| CLARKSTON CAPITAL PARTNERS LLC | Other Service Provider | $305,761 | — | $305,761 |
| AMALGAMATED BANK | Other Service Provider | $295,365 | — | $295,365 |
| PROSKAUER ROSE LLP | Other Service Provider | $234,448 | — | $234,448 |
| AQR CAPITAL MANAGEMENT LLC | Other Service Provider | $168,058 | — | $168,058 |
| CARY KANE LLP | Other Service Provider | $141,320 | — | $141,320 |
| QUAN-VEST CONSULTANTS INC | Other Service Provider | $136,992 | — | $136,992 |
| JAMES L. GREEN, P.C. | Other Service Provider | $136,409 | — | $136,409 |
| SDBWU LOCAL 812 UNION | Other Service Provider | $114,976 | — | $114,976 |
| CHARMETTA THOMPSON | Other Service Provider | $101,808 | — | $101,808 |
| NOVAK FRANCELLA LLC | Auditor | $101,000 | — | $101,000 |
| THE SEGAL COMPANY | Other Service Provider | $90,000 | — | $90,000 |
| YAHAIRA PEREZ | Other Service Provider | $81,410 | — | $81,410 |
| JESSICA WRIGHT | Other Service Provider | $62,730 | — | $62,730 |
| VERSATILE COMPUTER SOLUTIONS,LLC | Other Service Provider | $60,000 | — | $60,000 |
| RIVERSTONE ENERGY PARTNERS VI, L.P. | Other Service Provider | $57,341 | — | $57,341 |
| DEBBIE MITCHELL | Other Service Provider | $53,857 | — | $53,857 |
| INTEGRATED CONNECTIONS, INC. | Other Service Provider | $45,324 | — | $45,324 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | — | $35,021 | $35,021 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $32,956 | — | $32,956 |
| CRESCENT CAPITAL GROUP LP | Other Service Provider | — | $31,377 | $31,377 |
| PERFECT PRINTING SOLUTIONS, INC. | Other Service Provider | $30,332 | — | $30,332 |
| WITHUM, SMITH & BROWN, PC | Auditor | $15,550 | — | $15,550 |
| ANDRE' A. GONZALES | Other Service Provider | $14,341 | — | $14,341 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA LLC — Auditor
- WITHUM, SMITH & BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,565,611
- Estimated Expense Ratio: 0.366% 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 | $4,214,632 | $1,449,251 | — | $62,000 | — |
| 2023 | $4,048,677 | $1,275,948 | — | $62,000 | — |
| 2022 | $9,282,837 | $1,562,718 | — | — | $893,149 |