# Bot Bricklayers & Allied Craftworkers,L 2, Albany,Ny Pens Fd DB Plan
Source: https://planprovider.pro/companies/bot-bricklayers-allied-craftworkers-l-2-albany-ny-pens-fd-146075802-001

> Bot Bricklayers & Allied Craftworkers,L 2, Albany,Ny Pens Fd's DB plan: 470 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bot Bricklayers & Allied Craftworkers,L 2, Albany,Ny Pens Fd

- **Sponsor EIN:** 146075802

- **Sponsor Address:** 300 CENTRE DRIVE, ALBANY, NY, 12203

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 470

- **Total Assets:** $128.4M

## 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|470|$128.4M|$7.0M|$0|

| 2023|502|$126.0M|$7.2M|$0|

| 2022|503|$120.2M|$6.6M|$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|

| MORGAN STANLEY SMITH BARNEY LLC|Other Service Provider|$229,212|—|$229,212|

| HORIZON ACTUARIAL SERVICES, LLC|Other Service Provider|$91,725|—|$91,725|

| SCHULTHEIS & PANETTIERI LLP|Auditor|$71,402|—|$71,402|

| KARPUS INVESTMENT MANAGEMENT|Other Service Provider|$62,796|—|$62,796|

| THOMAS WHITE INTERNATIONAL|Other Service Provider|$43,402|—|$43,402|

| BLITMAN & KING LLP|Other Service Provider|$42,837|—|$42,837|

| CHARTWELL INVESTMENT PARTNERS|Other Service Provider|$39,605|—|$39,605|

| WEDGE CAPITAL MANAGEMENT LLP|Other Service Provider|$33,878|—|$33,878|

| DOLAN MCENIRY CAPITAL MGT LLC|Other Service Provider|$26,517|—|$26,517|

| OCIO MONITOR|Other Service Provider|$25,600|—|$25,600|

| CHEVY CHASE TRUST COMPANY (BLACKROC|Other Service Provider|$22,503|—|$22,503|

| POLEN CAPITAL MANAGEMENT LLC|Other Service Provider|$20,331|—|$20,331|

| MODERN ADMINISTRATION SYSTEMS LLC|Other Service Provider|$15,708|—|$15,708|

| JOSEPH W MCCARTHY & ASSOCIATES|Other Service Provider|$14,287|—|$14,287|

| SILVERCREST ASSET MGT GROUP LLC|Other Service Provider|$9,964|—|$9,964|

| INTEGRA CONSULTING INC|Other Service Provider|$8,996|—|$8,996|

### 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:** $758,763

- **Estimated Expense Ratio:** 0.591% 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|$1,046,765|$519,708|—|$57,000|—|

| 2023|$1,029,270|$473,906|—|$55,000|—|

| 2022|$887,988|$407,312|—|—|$188,775|

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