Plan Snapshot
- Plan Sponsor: Board Of Trustees United Optical
- Sponsor EIN: 131913618
- Sponsor Address: 655 THIRD AVENUE 12TH FLOOR, NEW YORK, NY, 10017
- Plan Type: DB
- Total Participants: 436
- Total Assets: $127,108
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 | 436 | $127,108 | $0 | $0 |
| 2023 | 463 | $119,042 | $0 | $0 |
| 2022 | 485 | $139,426 | $0 | $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 |
|---|---|---|---|---|
| GOULD, KOBRICK & SCHLAPP, PC | Auditor | $8,500 | — | $8,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GOULD, KOBRICK & SCHLAPP, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,500
- Estimated Expense Ratio: 6.687% 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 | $109,835 | — | $90,000 | $8,500 | — |
| 2023 | $110,966 | — | $90,000 | $8,500 | — |
| 2022 | $102,859 | — | $83,000 | — | $9,060 |