# Board Of Trustees Storeworkers Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-storeworkers-136162367-501

> Board Of Trustees Storeworkers's Health & Welfare plan: 517 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/gould-kobrick-and-schlapp-pc) — 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|

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