# Board Of Trustees Rochester Laborers Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-rochester-laborers-annuity-fund-plan

> Board Of Trustees Rochester Laborers Annuity Fund's DC plan: 908 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Rochester Laborers Annuity Fund

- **Sponsor EIN:** 161253138

- **Sponsor Address:** 18 FOURTH STREET, ROCHESTER, NY, 146096032

- **Plan Type:** DC

- **Total Participants:** 908

- **Total Assets:** $73.9M

## 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|908|$73.9M|$3.6M|$0|

| 2023|1,583|$69.3M|$3.1M|$0|

| 2022|1,203|$64.8M|$2.8M|$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|

| ROCHESTER WELFARE FUND|RELATED AFFILIATED FUND|$140,636|—|$140,636|

| MORGAN STANLEY|NONE|$90,622|—|$90,622|

| AMERICAN CORE REALTY FUND|NONE|$55,892|—|$55,892|

| MANNING & NAPIER|NONE|$32,983|—|$32,983|

| KARPUS|NONE|$24,698|—|$24,698|

| ASHERKELLY|NONE|$22,789|—|$22,789|

| DOLAN MCENIRY CAPITAL MANAGEMENT|NONE|$21,525|—|$21,525|

| BONADIO & CO., LLP|NONE|$19,693|—|$19,693|

| REINHART|NONE|$14,647|—|$14,647|

| SALIENT|NONE|$12,460|—|$12,460|

| WALTER SCOTT & PARTNERS|NONE|$6,355|—|$6,355|

| SAGE|NONE|$5,990|—|$5,990|

| O'SULLIVAN ASSOCIATES|NONE|$5,018|—|$5,018|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — NONE

- [REINHART](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [SAGE](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $453,308

- **Estimated Expense Ratio:** 0.614% 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|$490,852|$282,248|—|$19,693|—|

| 2023|$457,984|$277,932|—|$23,235|—|

| 2022|$511,254|$332,890|—|—|$54,718|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-rochester-laborers-annuity-fund-plan)

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