# Board Of Trustees General Building Lab Local 66 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-general-building-lab-local-66-annuity-fund-112977468-006

> Board Of Trustees General Building Lab Local 66 Annuity Fund&#39;s DC plan: 2,456 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## 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](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:** $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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-general-building-lab-local-66-annuity-fund-112977468-006)

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