# Trustees Guild-Times Scholarship Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-guild-times-scholarship-fund-136174202-501

> Trustees Guild-Times Scholarship Fund's Health & Welfare plan: 1,482 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Guild-Times Scholarship Fund

- **Sponsor EIN:** 136174202

- **Sponsor Address:** 333 WESTCHESTER AVENUE, WHITE PLAINS, NY, 10604

- **Plan Type:** Health & Welfare

- **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](https://planprovider.pro/provider/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|

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