Plan Snapshot
- Plan Sponsor: Bot Associated Shoe Industries Brthrhd Of Shoe & Allied Craftsmen
- Sponsor EIN: 046243516
- Sponsor Address: 333 WESTCHESTER AVE, 1ST FLOOR, WHITE PLAINS, NY, 10604
- Plan Type: DB
- Total Participants: 0
- Total Assets: $1.9M
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 | 0 | $1.9M | $0 | $0 |
| 2023 | 294 | $6.7M | $0 | $0 |
| 2022 | 327 | $6.3M | $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 |
|---|---|---|---|---|
| BOSTON TRUST & INV MGMT | Other Service Provider | $44,613 | — | $44,613 |
| SEGAL ROITMAN | Other Service Provider | $28,560 | — | $28,560 |
| SEGAL COMPANY | Other Service Provider | $26,000 | — | $26,000 |
| AMALGAMATED | Other Service Provider | $25,179 | — | $25,179 |
| MANZI & ASSOCIATES, LLC | Other Service Provider | $12,212 | — | $12,212 |
| BRENTWOOD ASSET ADVISORS | Other Service Provider | $5,000 | — | $5,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $141,564
- Estimated Expense Ratio: 7.271% 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 | $116,678 | — | — | $12,212 | — |
| 2023 | $97,773 | — | — | $11,940 | — |
| 2022 | $84,634 | — | — | — | $38,500 |