Plan Snapshot
- Plan Sponsor: Transport Workers Union L 100 Retirees' Association Dental And Optical
- Sponsor EIN: 133269303
- Sponsor Address: 195 MONTAGUE STREET, 9TH FLOOR, BROOKLYN, NY, 11201
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 7,950
- Total Assets: $384,635
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 | 7,950 | $384,635 | $0 | $4.4M |
| 2023 | 7,793 | $570,152 | $0 | $3.9M |
| 2022 | 5,643 | $506,498 | $0 | $3.4M |
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 |
|---|---|---|---|---|
| ROGOFF & COMPAMY PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |