# Triboro Administrative Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/triboro-administrative-services-llc-401k-plan

> Triboro Administrative Services, LLC's 401(k) plan: 1,351 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/bdo-usa-pc) — 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|

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