# Board Of Trustees Bricklayers Supplemental Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-bricklayers-supplemental-annuity-fund-plan

> Board Of Trustees Bricklayers Supplemental Annuity Fund's DC plan: 1,211 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — NONE

- [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:** $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|

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