Retirement plan

EMPLOYEE BENEFIT PLAN OF SUB-CONTRACTORS TRADE ASSOCIATION, INC.

Name: SUB-CONTRACTORS TRADE ASSOCIATION, INC. - EMPLOYEE BENEFIT PLAN OF SUB-CONTRACTORS TRADE ASSOCIATION, INC. (2025) Form 5500
Creator: SUB-CONTRACTORS TRADE ASSOCIATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF SUB-CONTRACTORS TRADE ASSOCIATION, INC., SUB-CONTRACTORS TRADE ASSOCIATION, INC.

SUB-CONTRACTORS TRADE ASSOCIATION, INC.EIN 13-2597670Plan #001PY 2025

1325 AVENUE OF THE AMERICAS FL 10 - NEW YORK, NY 100196072212-398-6220

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$247K

-35.4% from 2024

Total participants

-33.3% from 2024

Average account balance

$123,663

-3.1% from 2024

Annual return

7.97%

-5.41 pp from 2024

Benchmarks

See 48,836 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort48,836 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$247K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$124K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$59K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+7.97%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$114403

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G

Plan features

2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$229K

$114403 / participant

Other / not subdivided$229K100.0%

% of EOY assets

92.512%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$123,663

$70,366+75.7%

$66,674+85.5%

$138,895-11.0%

Participation rate

100.0%

76.2%+23.8pp

73.7%+26.3pp

79.9%+20.1pp

Annual return

7.97%

386.41%-378.4pp

321.24%-313.3pp

145.39%-137.4pp

Employer contribution / active EE

$5,913

$2,765+113.8%

$2,620+125.7%

$4,194+41.0%

Participant deferral / active EE

$23,702

$4,374+441.9%

$4,084+480.4%

$6,396+270.6%

Admin fee / account holder

$114,403

$5,262+2073.9%

$5,098+2144.0%

$12,562+810.7%

EMPLOYEE BENEFIT PLAN OF SUB-CONTRACTORS TRADE ASSOCIATION, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF SUB-CONTRACTORS TRADE ASSOCIATION, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion