# Excavators Union Local 731 Annuity Board Of Trustees DC Plan
Source: https://planprovider.pro/companies/excavators-union-local-731-annuity-board-of-trustees-plan

> Excavators Union Local 731 Annuity Board Of Trustees's DC plan: 6,526 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MORGAN STANLEY|NONE|$658,379|—|$658,379|

| MELVIN FEDER|ATTORNEY|$333,060|—|$333,060|

| CASTIGLIA, LLP|AUDITOR|$224,844|—|$224,844|

| BOYD WATTERSON ASSET MANAGEMENT|NONE|$121,555|—|$121,555|

| ULLICO|NONE|$114,260|—|$114,260|

| PACIFIC INCOME ADV|NONE|$109,164|—|$109,164|

| CONGRESS ASSET MANAGEMENT|NONE|$98,365|—|$98,365|

| RELIANCE TRUST|NONE|$84,741|—|$84,741|

| THE SEGAL COMPANY|NONE|$29,375|—|$29,375|

| BRIDGEWAY BENEFIT TECH|NONE|$20,806|—|$20,806|

| PREMIER TECHNOLOGIES|NONE|$16,895|—|$16,895|

| SYNTONIC SYSTEMS|NONE|$5,610|—|$5,610|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [RELIANCE TRUST](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,817,054

- **Estimated Expense Ratio:** 0.191% 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|

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