# Board Of Trustees Steamfitters' Industry Supplemental Retirement DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-steamfitters-industry-supplemental-retirement-plan

> Board Of Trustees Steamfitters' Industry Supplemental Retirement's DC plan: 3,555 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## 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|

| WILLIAM J. TURNBULL|Other Service Provider|$92,835|—|$92,835|

| VITECH SYSTEMS GROUP|Other Service Provider|$74,546|—|$74,546|

| SEGAL MARCO ADVISORS|Other Service Provider|$60,000|—|$60,000|

| DENNIS O'KANE|Other Service Provider|$41,311|—|$41,311|

| LAPADULA, CARLSON & CO., CPA|Other Service Provider|$15,000|—|$15,000|

| SEGAL SELECT INSURANCE SERVICES|Other Service Provider|$13,364|—|$13,364|

| LINDABURY, MCCORMICK ESTABROOK & CO|Other Service Provider|$7,548|—|$7,548|

| CHUBB & SON|Other Service Provider|$7,147|—|$7,147|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LAPADULA, CARLSON & CO., CPA](https://planprovider.pro/provider/lapadula-carlson-co) — Other Service Provider

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $311,751

- **Estimated Expense Ratio:** 0.043% 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|

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