Plan Snapshot
- Plan Sponsor: Board Of Trustees Steamfitters' Industry Supplemental Retirement
- Sponsor EIN: 133917806
- Sponsor Address: 27-08 40TH AVENUE, 2ND FLOOR, LONG ISLAND CITY, NY, 111013725
- Plan Type: DC
- Total Participants: 3,555
- Total Assets: $724.4M
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 | 3,555 | $724.4M | $34.9M | $0 |
| 2023 | 3,592 | $636.5M | $31.9M | $0 |
| 2022 | 3,691 | $557.8M | $30.1M | $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 |
|---|---|---|---|---|
| LAPADULA, CARLSON & CO., CPA | Auditor | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LAPADULA, CARLSON & CO., CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,000
- Estimated Expense Ratio: 0.002% 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 | $879,236 | $60,000 | — | $15,000 | — |
| 2023 | $1,301,649 | $60,000 | — | $14,550 | — |
| 2022 | $1,304,303 | $60,000 | — | — | $24,900 |