Plan Snapshot
- Plan Sponsor: Trustees Guild-Times Scholarship Fund
- Sponsor EIN: 136174202
- Sponsor Address: 333 WESTCHESTER AVENUE, WHITE PLAINS, NY, 10604
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,482
- Total Assets: $845,611
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 | 1,482 | $845,611 | $209,735 | $0 |
| 2023 | 1,418 | $751,408 | $188,429 | $0 |
| 2022 | 1,351 | $663,806 | $173,534 | $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 |
|---|---|---|---|---|
| LEVY RATNER, PC | Other Service Provider | $11,638 | — | $11,638 |
| AMALGAMATED EMPLOYEE BEN. ADMIN. | Other Service Provider | $10,150 | — | $10,150 |
| C&R CONSULTING INC | Other Service Provider | $9,725 | — | $9,725 |
| NOVAK FRANCELLA LLC | Auditor | $8,082 | — | $8,082 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,595
- Estimated Expense Ratio: 4.682% 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 | $49,970 | $2,500 | $19,875 | $8,000 | — |
| 2023 | $36,057 | $1,667 | $13,200 | $8,000 | — |
| 2022 | $34,858 | $1,125 | $13,270 | — | $18,381 |