Plan Snapshot
- Plan Sponsor: Board Of Trustees General Building Local 66 Pension Fund
- Sponsor EIN: 111974385
- Sponsor Address: 1600 WALT WHITMAN ROAD, MELVILLE, NY, 11747
- Plan Type: DB
- Plan Number: 001
- Total Participants: 561
- Total Assets: $218.1M
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 | 561 | $218.1M | $7.6M | $0 |
| 2023 | 562 | $207.9M | $7.0M | $0 |
| 2022 | 739 | $186.9M | $7.0M | $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 |
|---|---|---|---|---|
| LSV ASSET MANAGEMENT | Other Service Provider | $390,676 | — | $390,676 |
| THE SEGAL CO.(EASTERN STATES), INC. | Other Service Provider | $110,818 | — | $110,818 |
| SCHULTHEIS & PANETTIERI LLP | Auditor | $96,837 | — | $96,837 |
| ASB CAPITAL MANAGEMENT LLC | Other Service Provider | $81,532 | — | $81,532 |
| DAHAB ASSOCIATES INC | Other Service Provider | $57,927 | — | $57,927 |
| LAZARD ASSET MANAGEMENT LLC | Other Service Provider | $49,421 | — | $49,421 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $44,688 | — | $44,688 |
| HIGH LEVEL TECHNOLOGIES INC | Other Service Provider | $41,236 | — | $41,236 |
| PROSKAUER ROSE LLP | Other Service Provider | $37,253 | — | $37,253 |
| STATE STREET GLOBAL ADVISORS TRUST | Other Service Provider | $27,144 | — | $27,144 |
| LAVELLE LAW & ASSOCIATES PC | Other Service Provider | $21,600 | — | $21,600 |
| HANCOCK WHITNEY | Other Service Provider | $16,501 | — | $16,501 |
| CS MCKEE | Other Service Provider | $9,571 | — | $9,571 |
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: $985,204
- Estimated Expense Ratio: 0.452% 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 | $1,526,234 | $666,553 | — | $60,991 | — |
| 2023 | $1,540,703 | $658,700 | — | $55,683 | — |
| 2022 | $1,669,626 | $786,480 | — | — | $336,876 |