Plan Snapshot
- Plan Sponsor: Excavators Union Local 731 Annuity Board Of Trustees
- Sponsor EIN: 510136348
- Sponsor Address: 34-11 35TH, ASTORIA, NY, 11106
- Plan Type: DC
- Total Participants: 6,526
- Total Assets: $953.5M
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 | 6,526 | $953.5M | $102.1M | $0 |
| 2023 | 6,236 | $848.1M | $93.0M | $0 |
| 2022 | 5,582 | $770.4M | $91.0M | $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 |
|---|---|---|---|---|
| CASTIGLIA, LLP | Auditor | $140,908 | — | $140,908 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,908
- Estimated Expense Ratio: 0.015% 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 | $2,754,037 | $866,428 | — | $140,908 | — |
| 2023 | $2,653,744 | $717,326 | — | $137,119 | — |
| 2022 | $2,496,399 | $988,279 | — | — | $588,251 |