Plan Snapshot
- Plan Sponsor: Trustee Of Suburban Wholesalers Association Pension Plan
- Sponsor EIN: 221972903
- Sponsor Address: 1400 OLD COUNTRY ROAD SUITE 406, WESTBURY, NY, 115905156
- Plan Type: DB
- Plan Number: 001
- Total Participants: 0
- Total Assets: $22.3M
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 | 0 | $22.3M | $0 | $0 |
| 2023 | 0 | $23.0M | $0 | $0 |
| 2022 | 0 | $22.3M | $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 |
|---|---|---|---|---|
| PROSKAUER ROSE | Other Service Provider | $90,374 | — | $90,374 |
| C&R CONSULTING | Other Service Provider | $60,000 | — | $60,000 |
| CALIBRE CPA GROUP, PLLC | Auditor | $33,826 | — | $33,826 |
| STUART GRABOIS | Custodian / Trustee | $30,000 | — | $30,000 |
| REYNOLDS CONSULTING SERVICE | Other Service Provider | $28,922 | — | $28,922 |
| FIRST ACTUARIAL CONSULTING, INC. | Other Service Provider | $25,000 | — | $25,000 |
| BANK OF AMERICA | Other Service Provider | $11,321 | — | $11,321 |
| TOCQUEVILLE ASSET MANAGEMENT | Other Service Provider | $9,398 | — | $9,398 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $288,841
- Estimated Expense Ratio: 1.296% 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 | $356,565 | $42,673 | $60,000 | $33,826 | — |
| 2023 | $313,028 | $42,919 | $60,000 | — | — |
| 2022 | $306,001 | $54,222 | $60,000 | — | $96,490 |