Plan Snapshot
- Plan Sponsor: Twu-Westchester Private Bus Lines Pension Trust
- Sponsor EIN: 136580055
- Sponsor Address: 333 WESTCHESTER AVENUE, WHITE PLAINS, NY, 106042910
- Plan Type: DB
- Total Participants: 765
- Total Assets: $209.4M
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 | 765 | $209.4M | $11.1M | $2.1M |
| 2023 | 750 | $197.7M | $10.9M | $2.0M |
| 2022 | 743 | $192.7M | $10.5M | $1.8M |
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 |
|---|---|---|---|---|
| INTERCONTINENTAL REAL ESTATE CORP | NONE | $253,974 | — | $253,974 |
| AMERICAN REALTY ADVISORS | NONE | $196,515 | — | $196,515 |
| HAMILTON LANE ADVISORS LLC | NONE | — | $124,800 | $124,800 |
| MILLIMAN, INC. | NONE | $113,068 | — | $113,068 |
| COOKE & BIELER, L.P. | NONE | $105,350 | — | $105,350 |
| FIRST EAGLE INVESTMENT MANAGEMENT | NONE | $92,681 | — | $92,681 |
| CHARTWELL INVESTMENT PARTNERS | NONE | $90,123 | — | $90,123 |
| INVESTMENT PERFORMANCE SERVICES, LL | NONE | $85,000 | — | $85,000 |
| FABIAN & BYRN LLC | NONE | $82,443 | — | $82,443 |
| HARDMAN JOHNSTON GLOBAL ADV | NONE | $70,132 | — | $70,132 |
| WEDGE CAPITAL MANAGEMENT, LLP | NONE | $56,720 | — | $56,720 |
| AMALGAMATED BANK | NONE | $38,188 | $2,188 | $40,376 |
| COLLERAN, O'HARA & MILLS LLP | NONE | $36,572 | — | $36,572 |
| EPSTEIN BECKER & GREEN PC | NONE | $33,352 | — | $33,352 |
| FRED ALGER MANAGEMENT INC. | NONE | $22,766 | — | $22,766 |
| NOVAK FRANCELLA, LLC | Auditor | $15,750 | — | $15,750 |
| ALAN ROSS & COMPANY | NONE | $15,750 | — | $15,750 |
| NORTHERN TRUST CORPORATION | NONE | $5,743 | — | $5,743 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — NONE
- EPSTEIN BECKER & GREEN PC — NONE
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,441,115
- Estimated Expense Ratio: 0.688% 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 | $1,735,205 | $1,271,599 | $82,443 | $15,750 | — |
| 2023 | $1,729,450 | $1,311,840 | $58,080 | $15,750 | — |
| 2022 | $1,407,241 | $929,921 | $62,513 | — | $274,528 |