# Board Of Trustees Bricklayers &amp; Allied Craftsmen Local 2 Annuity Fd DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-bricklayers-allied-craftsmen-local-2-annuity-fd-plan

> Board Of Trustees Bricklayers &amp; Allied Craftsmen Local 2 Annuity Fd&#39;s DC plan: 2,283 participants, plan year 2025 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Bricklayers & Allied Craftsmen Local 2 Annuity Fd

- **Sponsor EIN:** 161298070

- **Sponsor Address:** 300 CENTRE DRIVE, ALBANY, NY, 12203

- **Plan Type:** DC

- **Total Participants:** 2,283

- **Total Assets:** $18.9M

## 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.|

| 2025|2,283|$18.9M|$0|$0|

| 2024|2,226|$17.4M|$0|$0|

| 2023|2,151|$15.2M|$0|$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|

| SCHULTHEIS & PANETTIERI LLP|Auditor|$28,200|—|$28,200|

### Verified Provider Profiles

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

- [SCHULTHEIS & PANETTIERI LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $28,200

- **Estimated Expense Ratio:** 0.149% 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|

| 2025|$245,466|$77,155|—|$28,200|—|

| 2024|$180,532|$62,505|—|$25,000|—|

| 2023|$176,358|$55,122|—|—|$42,651|

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