Plan Snapshot
- Plan Sponsor: Board Of Trustees General Building Lab Local 66 Annuity Fund
- Sponsor EIN: 112977468
- Sponsor Address: 1600 WALT WHITMAN ROAD, MELVILLE, NY, 117470667
- Plan Type: DC
- Plan Number: 006
- Total Participants: 2,456
- Total Assets: $141.3M
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 | 2,456 | $141.3M | $6.9M | $0 |
| 2023 | 2,415 | $164.2M | $6.6M | $0 |
| 2022 | 2,393 | $119.9M | $6.7M | $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 |
|---|---|---|---|---|
| LAZARD ASSET MANAGEMENT LLC | Other Service Provider | $107,927 | — | $107,927 |
| SCHULTHEIS & PANETTIERI LLP | Auditor | $77,587 | — | $77,587 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $44,688 | — | $44,688 |
| HIGH LEVEL TECHNOLOGIES INC | Other Service Provider | $41,236 | — | $41,236 |
| DAHAB ASSOCIATES INC | Other Service Provider | $38,225 | — | $38,225 |
| PROSKAUER ROSE LLP | Other Service Provider | $32,125 | — | $32,125 |
| LAVELLE LAW & ASSOCIATES PC | Other Service Provider | $20,700 | — | $20,700 |
| THE SEGAL CO. (EASTERN STATES), INC | Other Service Provider | $20,439 | — | $20,439 |
| STATE STREET GLOBAL ADVISORS TRUST | Other Service Provider | $18,107 | — | $18,107 |
| RICHMOND CAPITAL MANAGEMENT | Other Service Provider | $15,590 | — | $15,590 |
| HANCOCK WHITNEY | Other Service Provider | $10,656 | — | $10,656 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTHEIS & PANETTIERI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $427,280
- Estimated Expense Ratio: 0.302% 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 | $871,126 | $254,081 | — | $39,466 | — |
| 2023 | $808,326 | $229,760 | — | $34,855 | — |
| 2022 | $800,397 | $235,771 | — | — | $140,685 |