# Trustee Of Suburban Wholesalers Association Pension Plan DB Plan
Source: https://planprovider.pro/companies/trustee-of-suburban-wholesalers-association-pension-plan-221972903-001

> Trustee Of Suburban Wholesalers Association Pension Plan's DB plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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