Plan Snapshot
- Plan Sponsor: Joint Pension Comm Of The Ees Sec Fund Of The Elec Prod Ind
- Sponsor EIN: 136100907
- Sponsor Address: 158-11 HARRY VAN ARSDALE JR AVENUE, FLUSHING, NY, 11365
- Plan Type: DB
- Total Participants: 1,525
- Total Assets: $154.5M
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 | 1,525 | $154.5M | $6.8M | $0 |
| 2023 | 1,505 | $147.6M | $1.8M | $0 |
| 2022 | 1,475 | $146.7M | $3.3M | $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 |
|---|---|---|---|---|
| JOINT INDUSTRY BOARD | Recordkeeper | $1,013,630 | — | $1,013,630 |
| DANA INVESTMENT ADVISORS INC | Other Service Provider | $137,204 | — | $137,204 |
| STATE STREET BANK AND TRUST CO | Other Service Provider | $118,756 | — | $118,756 |
| SMITH, GRAHAM & CO. INVESTMENT ADV | Other Service Provider | $97,826 | — | $97,826 |
| MILLIMAN INC | Recordkeeper | $96,340 | — | $96,340 |
| ALLIANT INSURANCE SERVICES, INC. | Other Service Provider | $53,458 | — | $53,458 |
| COHEN WEISS AND SIMON LLP | Other Service Provider | $34,261 | — | $34,261 |
| SCHRODER INVESTMENT MANAGEMENT N.A. | Other Service Provider | $31,535 | — | $31,535 |
| DEUTSCHE BANK | Other Service Provider | $21,992 | — | $21,992 |
| H & H GRAPHIC PRINTING | Other Service Provider | $13,481 | — | $13,481 |
| VIRGINIA & AMBINDER LLP | Other Service Provider | $11,971 | — | $11,971 |
| SOVOS COMPLIANCE LLC | Other Service Provider | $8,298 | — | $8,298 |
| RSM US LLP | Auditor | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN INC — Recordkeeper
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,643,752
- Estimated Expense Ratio: 1.064% 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 | $1,928,291 | $266,566 | $1,013,630 | $5,000 | — |
| 2023 | $1,802,771 | $270,194 | $968,303 | — | — |
| 2022 | $1,732,122 | $337,146 | $893,623 | — | $209,111 |