Plan Snapshot
- Plan Sponsor: Sports Arena Employees Local 137 Retirement Fund
- Sponsor EIN: 226073053
- Sponsor Address: 121 EAST 24TH STREET, 8TH FLOOR, NEW YORK, NY, 10010
- Plan Type: DB
- Total Participants: 0
- Total Assets: $44.2M
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 | 0 | $44.2M | $0 | $0 |
| 2023 | 0 | $39.1M | $0 | $0 |
| 2022 | 0 | $22.0M | $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 |
|---|---|---|---|---|
| NJBLS WELFARE FUND | RELATED PARTY | $108,000 | — | $108,000 |
| INVESTMENT PERFORMANCE SERVICES | NONE | $59,375 | — | $59,375 |
| CBIZ RETIREMENT PLAN SERVICES | NONE | $53,350 | — | $53,350 |
| COHEN, WEISS & SIMON LLP | NONE | $38,564 | — | $38,564 |
| PENSION BENEFIT INFORMATION, LLC | NONE | $30,767 | — | $30,767 |
| NOVAK FRANCELLA LLC | NONE | $18,750 | — | $18,750 |
| PRUDENTIAL TRUST CO | NONE | $9,978 | — | $9,978 |
| WEDGE CAPITAL MANAGEMENT | NONE | $5,505 | — | $5,505 |
| WELLS FARGO BANK | NONE | $5,290 | — | $5,290 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $329,579
- Estimated Expense Ratio: 0.746% 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 | $463,660 | $99,163 | — | $18,750 | — |
| 2023 | $465,151 | $78,182 | — | $18,000 | — |
| 2022 | $460,551 | $95,303 | — | — | $78,112 |