# Bac Local 5 New York Annuity Plan DC Plan
Source: https://planprovider.pro/companies/bac-local-5-new-york-annuity-plan-plan

> Bac Local 5 New York Annuity Plan's DC plan: 1,324 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bac Local 5 New York Annuity Plan

- **Sponsor EIN:** 237107109

- **Sponsor Address:** 66-05 WOODHAVEN BLVD, REGO PARK, NY, 113745227

- **Plan Type:** DC

- **Total Participants:** 1,324

- **Total Assets:** $25.4M

## 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|1,324|$25.4M|$1.2M|$0|

| 2023|1,431|$22.7M|$1.3M|$0|

| 2022|1,438|$19.9M|$1.4M|$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|

| MERRILL LYNCH, PIERCE, FENNER AND S|NONE|$58,929|—|$58,929|

| PENSION AND ANNUITY PLAN OF BPF|NONE|$34,153|—|$34,153|

| PIMCO|NONE|$32,970|—|$32,970|

| TEAL, BECKER, & CHIARAMONTE CPAS PC|NONE|$23,000|—|$23,000|

| ROBECO/BOSTON PARTNERS|NONE|$19,654|—|$19,654|

| TCW GROUP|NONE|$17,146|—|$17,146|

| SCHULTHEIS & PANETTIERI LLP|NONE|$10,761|—|$10,761|

| BARNES, IACCARINO & SHEPHERD, LLP|NONE|$9,108|—|$9,108|

| THE SEGAL COMPANY (EASTERN STATES),|NONE|$5,763|—|$5,763|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TEAL, BECKER, & CHIARAMONTE CPAS PC](https://planprovider.pro/provider/teal-becker-and-chiaramonte-cpas-pc) — NONE

- [SCHULTHEIS & PANETTIERI LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $211,484

- **Estimated Expense Ratio:** 0.834% 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|$229,638|$127,018|$36,995|$23,000|—|

| 2023|$213,123|$107,998|—|$23,174|—|

| 2022|$239,756|$112,659|$49,361|—|$39,293|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bac-local-5-new-york-annuity-plan-plan)

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