Plan Snapshot
- Plan Sponsor: Trustees Of The Cemetery Workers Supplemental Pens-
- Sponsor EIN: 112416101
- Sponsor Address: 36-36 33RD STREET, SUITE 202, LONG ISLAND CITY, NY, 111062329
- Plan Type: DB
- Total Participants: 648
- Total Assets: $47.7M
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 | 648 | $47.7M | $0 | $0 |
| 2023 | 659 | $46.4M | $0 | $0 |
| 2022 | 0 | $44.6M | $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 |
|---|---|---|---|---|
| USWU LOCAL 74 WELFARE FUND | NONE | $125,670 | — | $125,670 |
| FUIMAN MOGILA, LLP | NONE | $36,000 | — | $36,000 |
| TROUTMAN PEPPER HAMILTON SANDERS | NONE | $34,000 | — | $34,000 |
| FIRST ACTUARIAL CONSULTING, INC. | NONE | $25,000 | — | $25,000 |
| REYNOLDS CONSULTING SERVICES | NONE | $20,764 | — | $20,764 |
| NOVAK FRANCELLA LLC | NONE | $20,400 | — | $20,400 |
| PRINCIPAL FINANCIAL ADVISORS INC | NONE | $18,240 | — | $18,240 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TROUTMAN PEPPER HAMILTON SANDERS — NONE
- NOVAK FRANCELLA LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $280,074
- Estimated Expense Ratio: 0.588% 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 | $356,717 | $39,355 | — | $20,400 | — |
| 2023 | $364,258 | $37,738 | — | $20,400 | — |
| 2022 | $336,176 | $36,808 | — | — | $109,832 |