# Bd Of Trustees Heavy & General Laborers' Of Nj Annuity Fund DC Plan
Source: https://planprovider.pro/companies/bd-of-trustees-heavy-general-laborers-of-nj-annuity-fund-plan

> Bd Of Trustees Heavy & General Laborers' Of Nj Annuity Fund's DC plan: 9,133 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Trustees Heavy & General Laborers' Of Nj Annuity Fund

- **Sponsor EIN:** 222331070

- **Sponsor Address:** 700 RAYMOND BLVD, NEWARK, NJ, 071052909

- **Plan Type:** DC

- **Total Participants:** 9,133

- **Total Assets:** $1.6B

## 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|9,133|$1.6B|$103.4M|$0|

| 2023|8,865|$1.4B|$95.6M|$0|

| 2022|8,602|$1.3B|$88.8M|$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|

| ATALANTA SOSNOFF CAPITAL LLC|INVESTMENT MGT|$688,761|—|$688,761|

| PRUDENTIAL INSURANCE CO|INVESTMENT MGT|$492,384|—|$492,384|

| LORD ABBETT & CO LLC|NONE|$454,027|—|$454,027|

| BOSTON PARTNERS GLOBAL INVESTORS|NONE|$416,714|—|$416,714|

| WESTERN ASSET MANAGEMENT COMPANY|NONE|$251,492|—|$251,492|

| MANNING AND NAPIER ADVISORS LLC|INVESTMENT MGT|$231,130|—|$231,130|

| THE BANK OF NEW YORK MELLON|NONE|$206,703|—|$206,703|

| MORGAN STANLEY SMITH BARNEY LLC|INVESTMENT ADVISOR|$147,763|—|$147,763|

| F/M INVESTMENTS LLC|INVESTMENT ADVISOR|$133,675|—|$133,675|

| UNION LABOR LIFE INSUR CO|NONE|$107,937|—|$107,937|

| WEAVER C BARKSDALE & ASSOCIATES INC|NONE|$97,591|—|$97,591|

| NORTHERN TRUST CORPORATION|NONE|$90,353|—|$90,353|

| SCHULTHEIS AND PENETTIERI LLP|NONE|$71,000|—|$71,000|

| NATIONAL INVESTMENT SERVICE|NONE|$43,407|—|$43,407|

| SEGAL SELECT INSURANCE SERVICE INC|NONE|—|$36,929|$36,929|

| SUSANIN WIDMAN & BRENNAN PC|NONE|$28,066|—|$28,066|

| THE SEGAL COMPANY (EASTERN STATES)|NONE|$26,304|—|$26,304|

| ZAZZALI FAGELLA NOWAK KLEINBAUM & F|ATTORNEY|$19,262|—|$19,262|

| BICC SYSTEMS INC|COMPUTER CONSULTANT|$9,931|—|$9,931|

| PROXY VOTE PLUS|NONE|$6,000|—|$6,000|

### Verified Provider Profiles

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

- [PRUDENTIAL INSURANCE CO](https://planprovider.pro/provider/empower) — INVESTMENT MGT

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISOR

- [UNION LABOR LIFE INSUR CO](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [SCHULTHEIS AND PENETTIERI 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:** $3,559,429

- **Estimated Expense Ratio:** 0.229% 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|$4,943,893|$3,561,963|$26,304|$71,000|—|

| 2023|$4,383,183|$3,165,072|$20,064|$70,275|—|

| 2022|$4,597,537|$3,414,258|—|—|$118,572|

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