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
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $22.3M | $0 | $0 |
| 2024 | 0 | $23.0M | $0 | $0 |
| 2023 | 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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | Auditor | $33,826 | — | $33,826 |
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: $33,826
- Estimated Expense Ratio: 0.152% 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 |
|---|---|---|---|---|---|
| 2025 | $356,565 | $42,673 | $60,000 | $33,826 | — |
| 2024 | $313,028 | $42,919 | $60,000 | — | — |
| 2023 | $306,001 | $54,222 | $60,000 | — | $96,490 |