# The Board Of Trustees DC Plan
Source: https://planprovider.pro/companies/the-board-of-trustees-plan-001

> The Board Of Trustees's DC plan: 26,060 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Board Of Trustees

- **Sponsor EIN:** 134178178

- **Sponsor Address:** 305 WEST 44TH STREET, NEW YORK, NY, 100365402

- **Plan Type:** DC

- **Total Participants:** 26,060

- **Total Assets:** $813.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|26,060|$813.1M|$0|$68.8M|

| 2023|26,383|$718.0M|$0|$60.3M|

| 2022|24,844|$620.9M|$0|$52.3M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$735,870|—|$735,870|

| NYHTC - HEALTH CENTER, INC.|RELATED ENTITY|$277,610|—|$277,610|

| MORGAN STANLEY|INVESTMENT ADVISOR|$62,500|—|$62,500|

| NYHTC - HEALTH BENEFITS FUND|RELATED ENTITY|$57,251|—|$57,251|

| ELLENOFF GROSSMAN & SCHOLE LLP|ATTORNEY|$48,000|—|$48,000|

| PITTA LLP|ATTORNEY|$35,820|—|$35,820|

| MSPC CERTIFIED ACCOUNTS AND ADVISOR|AUDITOR|$10,000|—|$10,000|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [MSPC CERTIFIED ACCOUNTS AND ADVISOR](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,227,051

- **Estimated Expense Ratio:** 0.151% 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|$1,274,238|$62,500|$735,870|$10,000|—|

| 2023|$1,168,015|$50,000|$675,453|$10,000|—|

| 2022|$1,098,818|—|$691,996|—|$160,417|

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