Plan Snapshot
- Plan Sponsor: Treasurers & Ticket Sellers Local 751 Annuity Fund Bd Of Trustees
- Sponsor EIN: 133038303
- Sponsor Address: 1430 BROADWAY, 18TH FLOOR, NEW YORK, NY, 100183308
- Plan Type: DC
- Total Participants: 732
- Total Assets: $125.5M
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 | 732 | $125.5M | $0 | $0 |
| 2023 | 743 | $112.6M | $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 |
|---|---|---|---|---|
| SCHULHEIS & PANETTIERI, LLP | Auditor | $42,835 | — | $42,835 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULHEIS & PANETTIERI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,835
- Estimated Expense Ratio: 0.034% 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 | $304,432 | $44,833 | — | $42,835 | — |
| 2023 | $371,882 | $42,833 | — | — | $146,886 |