# Board Of Trustees Soft Drink And Brewery Workers DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-soft-drink-and-brewery-workers-135660090-001

> Board Of Trustees Soft Drink And Brewery Workers's DB plan: 1,656 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/novak-francella-llc) — Auditor

- [WITHUM, SMITH & BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-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|

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