# The Trustees Of The Nys Automobile Dealers, INC. Grp. Ins. Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/the-trustees-of-the-nys-automobile-dealers-inc-grp-ins-trust-146021721-501

> The Trustees Of The Nys Automobile Dealers, INC. Grp. Ins. Trust's Health & Welfare plan: 1,268 participants, plan year 2024 financials, providers, and bench…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Trustees Of The Nys Automobile Dealers, INC. Grp. Ins. Trust

- **Sponsor EIN:** 146021721

- **Sponsor Address:** 37 ELK STREET, ALBANY, NY, 12207

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,268

- **Total Assets:** $3.9M

## 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|1,268|$3.9M|$468,240|$2.1M|

| 2023|1,595|$3.3M|$629,871|$2.1M|

| 2022|6,077|$2.8M|$736,364|$2.0M|

## 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|

| SNYADS, INC|Recordkeeper|$195,888|—|$195,888|

| EBIX INC|Other Service Provider|$35,640|—|$35,640|

| WEST & COMPANY CPA'S PC|Other Service Provider|$16,000|—|$16,000|

| COLLEY ASSET MANAGEMENT INC.|Investment Advisor|$7,500|—|$7,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $255,028

- **Estimated Expense Ratio:** 6.465% 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|$283,263|$7,800|—|—|—|

| 2023|$245,005|$7,500|—|—|—|

| 2022|$238,896|$3,675|—|—|—|

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