# Service Station Dealers Of Greater Ny Health & Welfare Plan
Source: https://planprovider.pro/companies/service-station-dealers-of-greater-ny-135672542-501

> Service Station Dealers Of Greater Ny's Health & Welfare plan: 101 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Service Station Dealers Of Greater Ny

- **Sponsor EIN:** 135672542

- **Sponsor Address:** 421 WAVERLY AVE, MAMARONECK, NY, 10543

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 101

- **Total Assets:** $218,745

## 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|101|$218,745|$0|$1.4M|

| 2023|120|$252,630|$0|$1.5M|

| 2022|132|$284,291|$0|$1.6M|

## 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|

| SACCO CPA PLLC|Auditor|$12,000|—|$12,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SACCO CPA PLLC](https://planprovider.pro/provider/sacco-cpa-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $12,000

- **Estimated Expense Ratio:** 5.486% 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|$67,182|—|$30,879|$12,000|—|

| 2023|$83,983|—|$54,278|$12,000|—|

| 2022|$62,861|—|—|—|$13,500|

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