Plan Snapshot
- Plan Sponsor: Board Of Trustees Storeworkers
- Sponsor EIN: 136162367
- Sponsor Address: 370 SEVENTH AVE, NEW YORK, NY, 10001
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 517
- Total Assets: $4.8M
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. |
|---|---|---|---|---|
| 2024 | 517 | $4.8M | $171,857 | $17,854 |
| 2023 | 510 | $5.4M | $120,521 | $18,344 |
| 2022 | 530 | $6.1M | $115,478 | $22,040 |
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 |
|---|---|---|---|---|
| MICHAEL WIEDERHOLD | Other Service Provider | $85,800 | — | $85,800 |
| MARIAN OCONNOR | Other Service Provider | $49,407 | — | $49,407 |
| MARITZA DIAZ | Other Service Provider | $33,192 | — | $33,192 |
| GOULD, KOBRICK & SCHLAPP | Auditor | $25,500 | — | $25,500 |
| THE SEGAL COMPANY | Other Service Provider | $25,000 | — | $25,000 |
| SYNTONIC SYSTEMS | Other Service Provider | $23,700 | — | $23,700 |
| EISNER & DICTOR P.C. | ERISA Attorney | $21,911 | — | $21,911 |
| MERRILL LYNCH WEALTH MANAGEMENT | Investment Advisor | $20,426 | — | $20,426 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GOULD, KOBRICK & SCHLAPP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $284,936
- Estimated Expense Ratio: 5.922% 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 | $394,991 | $20,426 | — | $25,500 | — |
| 2023 | $572,272 | $21,881 | — | $25,500 | — |
| 2022 | $588,861 | $19,479 | — | — | $100,117 |