Plan Snapshot
- Plan Sponsor: New York Backstretch Employees Pension Plan
- Sponsor EIN: 112236389
- Sponsor Address: P.O. BOX 030304, ELMONT, NY, 11003
- Plan Type: DB
- Total Participants: 1,148
- Total Assets: $55.4M
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 | 1,148 | $55.4M | $1.6M | $0 |
| 2023 | 1,162 | $52.2M | $1.6M | $0 |
| 2022 | 1,256 | $47.9M | $1.7M | $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 |
|---|---|---|---|---|
| EAGLE CAPITAL MANAGEMENT | NONE | $230,753 | — | $230,753 |
| BRANDYWINE ASSET MANAGEMENT | NONE | $48,137 | — | $48,137 |
| SENTINEL BENEFITS GROUP, LLC | NONE | $44,970 | — | $44,970 |
| DAHAB ASSOCIATES, INC. | NONE | $37,861 | — | $37,861 |
| EPSTEIN, BECKER AND GREEN | NONE | $36,956 | — | $36,956 |
| CALIBRE CPA GROUP PLLC | NONE | $32,029 | — | $32,029 |
| WELLINGTON MANAGEMENT TRUST | NONE | $20,987 | — | $20,987 |
| WILMINGTON TRUST | NONE | $14,779 | — | $14,779 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EAGLE CAPITAL MANAGEMENT — NONE
- SENTINEL BENEFITS GROUP, LLC — NONE
- EPSTEIN, BECKER AND GREEN — NONE
- CALIBRE CPA GROUP PLLC — NONE
- WILMINGTON TRUST — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $466,472
- Estimated Expense Ratio: 0.842% 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 | $1,658,908 | $337,738 | — | $24,000 | — |
| 2023 | $2,416,680 | $307,173 | — | $24,000 | — |
| 2022 | $1,369,346 | $334,298 | — | — | $104,741 |