Plan Snapshot
- Plan Sponsor: Northeast District Council Of The Opcmia Apprenticeship Fund
- Sponsor EIN: 510170643
- Sponsor Address: 1406 BLONDELL AVE, 2ND FLOOR, BRONX, NY, 10461
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 749
- Total Assets: $5.7M
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 | 749 | $5.7M | $667,590 | $0 |
| 2023 | 822 | $5.3M | $888,797 | $0 |
| 2022 | 854 | $4.7M | $1.0M | $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 |
|---|---|---|---|---|
| MICHAEL D'ONOFRIO | Other Service Provider | $163,055 | — | $163,055 |
| PROSKAUER ROSE LLP | Other Service Provider | $30,731 | — | $30,731 |
| LOUIS F D'ANGELO | Other Service Provider | $25,595 | — | $25,595 |
| BOYD WATTERSON ASSET MANAGEMENT LLC | Other Service Provider | $11,626 | — | $11,626 |
| FITZSIMMONS ABRAMS, LLP | Auditor | $9,400 | — | $9,400 |
| REYNOLDS CONSULTING SERVICES | Other Service Provider | $9,018 | — | $9,018 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FITZSIMMONS ABRAMS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $249,425
- Estimated Expense Ratio: 4.393% 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 | $278,904 | $25,140 | — | $9,400 | — |
| 2023 | $261,612 | $24,617 | — | $9,400 | — |
| 2022 | $300,432 | $24,023 | — | — | $78,735 |