Plan Snapshot
- Plan Sponsor: Board Of Trustees Staff Retirement Plan
- Sponsor EIN: 132996854
- Sponsor Address: 629 FIFTH AVENUE, PELHAM, NY, 10803
- Plan Type: DB
- Total Participants: 2
- Total Assets: $5.3M
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 | 2 | $5.3M | $30,000 | $0 |
| 2023 | 4 | $4.7M | $30,000 | $0 |
| 2022 | 4 | $4.2M | $30,000 | $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 |
|---|---|---|---|---|
| BASIL CASTROVINCI ASSOCIATES, INC. | Actuary | $12,900 | — | $12,900 |
| BARNES, IACCARINO & SHEPHERD LLP | ERISA Attorney | $7,200 | — | $7,200 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,100
- Estimated Expense Ratio: 0.382% 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 | $336,969 | — | $28,482 | — | — |
| 2023 | $322,937 | — | — | — | — |
| 2022 | $309,035 | — | — | — | — |