Plan Snapshot
- Plan Sponsor: Painters District Council No. 4 Health And Welfare Trust Fund
- Sponsor EIN: 166070541
- Sponsor Address: 585 AERO DRIVE, CHEEKTOWAGA, NY, 14225
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,268
- Total Assets: $40.6M
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 | 1,268 | $40.6M | $14.3M | $726,870 |
| 2023 | 1,377 | $36.5M | $15.2M | $679,810 |
| 2022 | 1,457 | $33.0M | $15.5M | $719,274 |
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 |
|---|---|---|---|---|
| SUE BERNAT | Other Service Provider | $123,934 | — | $123,934 |
| SEGAL COMPANY | Other Service Provider | $115,833 | — | $115,833 |
| WENDY STYN | Other Service Provider | $56,477 | — | $56,477 |
| TRONCONI SEGARRA & ASSOCIATES LLP | Other Service Provider | $49,445 | — | $49,445 |
| NANCY HADDAD | Other Service Provider | $48,658 | — | $48,658 |
| VELITCHKA KIREVA | Other Service Provider | $46,441 | — | $46,441 |
| VICTORIA ANTONICELLI | Other Service Provider | $45,449 | — | $45,449 |
| MORGAN STANLEY | Other Service Provider | $38,808 | — | $38,808 |
| LIPSITZ GREEN SCIME CAMBRIA LLP | Other Service Provider | $34,399 | — | $34,399 |
| WILMINGTON TRUST | Other Service Provider | $18,159 | — | $18,159 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $577,603
- Estimated Expense Ratio: 1.422% 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 | $1,002,683 | $56,967 | $434,089 | $49,445 | — |
| 2023 | $1,268,138 | $57,473 | $374,598 | $30,500 | — |
| 2022 | $1,244,091 | $37,500 | — | — | $169,408 |