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

> Board Of Trustees Soft Drink And Brewery Workers's DB plan: 1,656 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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](https://planprovider.pro/provider/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|

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