Plan Snapshot
- Plan Sponsor: Triboro Administrative Services, LLC
- Sponsor EIN: 320618921
- Sponsor Address: 366 5TH AVENUE, NEW YORK, NY, 10001
- Plan Type: 401(k)
- Total Participants: 1,351
- Total Assets: $36.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,351 | $36.1M | $3.5M | $7.2M |
| 2023 | 1,209 | $21.9M | $2.9M | $5.8M |
| 2022 | 655 | $7.0M | $1.3M | $2.5M |
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 |
|---|---|---|---|---|
| HERITAGE PENSION ADISORS | TPA AND RECORDKEEPER | $58,630 | — | $58,630 |
| CETERA ADVISOR NETWORK LLC | INVESTMENT MANAGEMENT | $58,396 | — | $58,396 |
| BDO USA P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,026
- Estimated Expense Ratio: 0.324% 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 | $117,775 | $117,775 | — | — | — |
| 2023 | $46,647 | $46,647 | — | — | — |
| 2022 | $16,367 | — | — | — | $16,367 |