# Joint Board Of Trustees Local 305 Cio Pe DB Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-local-305-cio-pe-plan

> Joint Board Of Trustees Local 305 Cio Pe's DB plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trustees Local 305 Cio Pe

- **Sponsor EIN:** 132864446

- **Sponsor Address:** 1505 KELLUM PLACE, MINEOLA, NY, 115014811

- **Plan Type:** DB

- **Total Participants:** 2

- **Total Assets:** $36.9M

## 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|2|$36.9M|$12,070|$0|

| 2023|2|$38.1M|$63,732|$0|

| 2022|6|$3.2M|$24,430|$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|

| NOVAK FRANCELLA, LLC|Auditor|$25,000|—|$25,000|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $25,000

- **Estimated Expense Ratio:** 0.068% 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|$1,059,947|$77,413|—|$25,000|—|

| 2023|$200,018|$1,679|—|$25,000|—|

| 2022|$230,995|$35,477|—|—|$114,166|

## Similar Plans

- [Airmedh, INC.](https://planprovider.pro/companies/airmedh-inc-401k-plan) — 2 participants

- [Meridian Brands LLC](https://planprovider.pro/companies/meridian-brands-llc-401k-plan) — 61 participants

- [Turn On Products, INC.](https://planprovider.pro/companies/turn-on-products-inc-plan-003) — 95 participants

- [Swimwear Anywhere, INC.](https://planprovider.pro/companies/swimwear-anywhere-inc-plan) — 105 participants

- [Eileen Fisher, INC.](https://planprovider.pro/companies/eileen-fisher-inc-401k-plan) — 842 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/joint-board-of-trustees-local-305-cio-pe-plan)

© 2026 PlanProvider.Pro