Plan Snapshot
- Plan Sponsor: Bbl Construction Services, LLC
- Sponsor EIN: 141814573
- Sponsor Address: 302 WASHINGTON AVE. EXT., ALBANY, NY, 12203
- Plan Type: 401(k)
- Total Participants: 311
- Total Assets: $87.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 311 | $87.6M | $1.1M | $2.5M |
| 2023 | 302 | $78.0M | $1.1M | $2.4M |
| 2022 | 324 | $68.7M | $1.0M | $2.3M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $123,961 | $1,878 | $125,839 |
| LPL FINANCIAL CORPORATION RPCP | NONE | $60,041 | — | $60,041 |
| RELIANCE TRUST COMPANY | NONE | — | $16,419 | $16,419 |
| TEAL BECKER & CHIARAMONTE CPA'S | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RELIANCE TRUST COMPANY — NONE
- TEAL BECKER & CHIARAMONTE CPA'S — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $202,299
- Estimated Expense Ratio: 0.231% 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 | $184,003 | $60,041 | $123,962 | — | — |
| 2023 | $155,187 | — | $155,187 | — | — |
| 2022 | $128,461 | — | $128,461 | — | — |