Plan Snapshot
- Plan Sponsor: Board Of Trustees Bricklayers Supplemental Annuity Fund
- Sponsor EIN: 516135078
- Sponsor Address: 66-05 WOODHAVEN BOULEVARD, REGO PARK, NY, 113745227
- Plan Type: DC
- Total Participants: 1,211
- Total Assets: $97.7M
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 | 1,211 | $97.7M | $11.3M | $0 |
| 2023 | 1,181 | $93.1M | $11.8M | $0 |
| 2022 | 1,112 | $85.0M | $9.9M | $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 | NONE | $95,226 | — | $95,226 |
| DOAR RIECK KALEY & MACK | NONE | $55,643 | — | $55,643 |
| HIGHLAND CAPITAL MANAGEMENT | NONE | $47,018 | — | $47,018 |
| ATLANTA SOSNOFF CAPITAL, LLC | NONE | $45,212 | — | $45,212 |
| SCHULTHEIS & PANETTIERI, LLP | Auditor | $41,675 | — | $41,675 |
| FUMAN MOGILA LLP | NONE | $30,432 | — | $30,432 |
| QUAN - VEST CONSULTANTS, INC. | NONE | $26,724 | — | $26,724 |
| DATA SURGE SOLUTIONS OF NY, INC. | NONE | $26,042 | — | $26,042 |
| WILMINGTON TRUST | NONE | $22,248 | — | $22,248 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | NONE | $16,167 | — | $16,167 |
| CUNNINGHAM & CUNNINGHAM, LLP | NONE | $16,094 | — | $16,094 |
| SEGAL COMPANY (EASTERN STATES) | NONE | $11,000 | — | $11,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTHEIS & PANETTIERI LLP — NONE
- SCHULTHEIS & PANETTIERI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $433,481
- Estimated Expense Ratio: 0.443% 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 | $826,013 | $118,954 | — | $41,675 | — |
| 2023 | $776,269 | $101,982 | — | $40,050 | — |
| 2022 | $835,081 | $130,592 | — | — | $251,173 |