Plan Snapshot
- Plan Sponsor: The Board Of Trustees
- Sponsor EIN: 136300270
- Sponsor Address: 305 WEST 44TH STREET, NEW YORK, NY, 10036
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 31,208
- Total Assets: $4.3M
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 | 31,208 | $4.3M | $926,323 | $0 |
| 2023 | 30,313 | $4.1M | $883,020 | $0 |
| 2022 | 31,880 | $4.0M | $817,246 | $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 |
|---|---|---|---|---|
| NYHTC HEALTH CENTER INC. | Other Service Provider | $457,036 | — | $457,036 |
| NYHTC HEALTH BENEFITS FUND | Other Service Provider | $133,385 | — | $133,385 |
| ELLENOFF GROSSMAN & SCHOLE LLP | ERISA Attorney | $37,413 | — | $37,413 |
| PITTA LLP | ERISA Attorney | $31,719 | — | $31,719 |
| THE WAGNER LAW GROUP | ERISA Attorney | $17,233 | — | $17,233 |
| MSPC | Auditor | $16,000 | — | $16,000 |
| THE SEGAL COMPANY | Actuary | $7,000 | — | $7,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE WAGNER LAW GROUP — ERISA Attorney
- MSPC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $699,786
- Estimated Expense Ratio: 16.314% 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 | $765,086 | — | — | $19,651 | — |
| 2023 | $701,946 | — | — | $17,799 | — |
| 2022 | $647,912 | — | — | — | $100,367 |