Plan Snapshot
- Plan Sponsor: Retirement Committee Of Aaws & Aagv
- Sponsor EIN: 136208865
- Sponsor Address: PO BOX 459, NEW YORK, NY, 101630459
- Plan Type: DB
- Total Participants: 20
- Total Assets: $35.6M
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 | 20 | $35.6M | $0 | $0 |
| 2023 | 22 | $33.2M | $0 | $0 |
| 2022 | 25 | $30.4M | $0 | $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 |
|---|---|---|---|---|
| BPAS ACTUARIAL & PENSION SERVICES | Recordkeeper | $35,345 | — | $35,345 |
| BPAS FIDUCIARY SERVICES | Recordkeeper | $35,263 | — | $35,263 |
| THE CHARLES SCHWAB TRUST COMPANY | Recordkeeper | $15,490 | — | $15,490 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BPAS ACTUARIAL & PENSION SERVICES — Recordkeeper
- BPAS FIDUCIARY SERVICES — Recordkeeper
- THE CHARLES SCHWAB TRUST COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,098
- Estimated Expense Ratio: 0.242% 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 | $86,098 | $35,263 | — | — | — |
| 2023 | $80,393 | $31,939 | — | — | — |
| 2022 | $63,577 | $31,436 | — | — | $16,451 |