# Laborers Local 235 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-235-annuity-fund-plan

> Laborers Local 235 Annuity Fund's DC plan: 692 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Laborers Local 235 Annuity Fund

- **Sponsor EIN:** 133498896

- **Sponsor Address:** 41 KNOLLWOOD ROAD, ELMSFORD, NY, 105232813

- **Plan Type:** DC

- **Total Participants:** 692

- **Total Assets:** $58.0M

## 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|692|$58.0M|$3.6M|$0|

| 2023|591|$52.4M|$3.8M|$0|

| 2022|2,551|$49.0M|$2.9M|$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|

| STACEY BRAUN ASSOCIATES, INC.|INVESTMENT MANAGER|$188,613|—|$188,613|

| MARSHALL & MOSS ADMIN SERVICES|ACCOUNTING|$32,892|—|$32,892|

| MERRILL LYNCH|INVESTMENT ADVISOR|$30,500|—|$30,500|

| BARNES, IACCARINO & SHEPHERD LLP|LEGAL|$15,600|—|$15,600|

| BANK OF AMERICA|INVESTMENT CUSTODIAN|$15,117|—|$15,117|

| CITRIN COOPERMAN & COMPANY LLP|ACCOUNTANT|$6,600|—|$6,600|

| CITRIN COOPERMAN ADVISORS LLC|ACCOUNTANT|$6,600|—|$6,600|

| MARSHALL & MOSS PAYROLL COMPLIANCE|ACCOUNTING|$6,341|—|$6,341|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — INVESTMENT ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $302,263

- **Estimated Expense Ratio:** 0.521% 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|$534,407|$219,113|$32,892|$13,200|—|

| 2023|$470,314|$202,654|$32,892|$13,200|—|

| 2022|$484,016|$220,560|$33,228|—|$29,178|

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