Plan Snapshot
- Plan Sponsor: Publishers' - Pressmens' Welfare Fund Board Of
- Sponsor EIN: 136116945
- Sponsor Address: 1400 OLD COUNTRY RD, NEW YORK, NY, 11590
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 132
- Total Assets: $688,093
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 | 132 | $688,093 | $0 | $0 |
| 2023 | 137 | $1.3M | $0 | $0 |
| 2022 | 148 | $1.4M | $41,540 | $351 |
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 |
|---|---|---|---|---|
| PROSKAUER ROSE LLP | Other Service Provider | $53,041 | — | $53,041 |
| FUIMAN MOGILA, LLP | Other Service Provider | $28,553 | — | $28,553 |
| NOVAK FRANCELLA LLC | Auditor | $25,249 | — | $25,249 |
| C & R CONSULTING, INC. | Other Service Provider | $24,000 | — | $24,000 |
| AMERIFLEX LLC | Other Service Provider | $22,789 | — | $22,789 |
| MARSHALL & MOSS, LLP | Other Service Provider | $12,850 | — | $12,850 |
| QUAN-VEST CONSULTANTS, INC. | Other Service Provider | $7,200 | — | $7,200 |
| FIRST ACTUARIAL CONSULTING INC | Other Service Provider | $5,119 | — | $5,119 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $178,801
- Estimated Expense Ratio: 25.985% 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 | $189,768 | $8,319 | $36,850 | $24,000 | — |
| 2023 | $138,343 | $8,659 | $30,000 | $24,000 | — |
| 2022 | $144,413 | $8,834 | $34,000 | — | $76,611 |