Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Cement And Concrete Workers Dc Annuity
- Sponsor EIN: 112942389
- Sponsor Address: 214-38 42ND AVENUE, BAYSIDE, NY, 11361
- Plan Type: DC
- Total Participants: 1,001
- Total Assets: $209.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,001 | $209.7M | $11.4M | $0 |
| 2023 | 1,126 | $200.2M | $12.3M | $0 |
| 2022 | 1,134 | $189.5M | $12.2M | $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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | NONE | $84,537 | — | $84,537 |
| REYNOLDS CONSULTING SERVICES LLC | NONE | $48,150 | — | $48,150 |
| SCHULTHEIS & PANETTIERI LLP | NONE | $40,646 | — | $40,646 |
| PROSKAUER ROSE LLP | NONE | $18,763 | — | $18,763 |
| GORLICK KRAVITZ & LISTHAUS PC | ATTORNEY | $14,437 | — | $14,437 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SVCS — NONE
- SCHULTHEIS & PANETTIERI LLP — NONE
- PROSKAUER ROSE LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $206,533
- Estimated Expense Ratio: 0.099% 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 | $989,604 | $132,687 | — | $40,646 | — |
| 2023 | $1,022,500 | $160,925 | — | $39,360 | — |
| 2022 | $904,453 | $206,976 | — | — | $72,595 |