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
- 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. |
|---|---|---|---|---|
| 2025 | 1,656 | $973.8M | $0 | $0 |
| 2024 | 2,113 | $933.7M | $0 | $0 |
| 2023 | 1,948 | $878.7M | $0 | $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 |
|---|---|---|---|---|
| NOVAK FRANCELLA, LLC | Auditor | $62,000 | — | $62,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,000
- Estimated Expense Ratio: 0.006% 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 |
|---|---|---|---|---|---|
| 2025 | $4,214,632 | $1,449,251 | — | $62,000 | — |
| 2024 | $4,048,677 | $1,275,948 | — | $62,000 | — |
| 2023 | $9,282,837 | $1,562,718 | — | — | $893,149 |