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
- 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. |
|---|---|---|---|---|
| 2025 | 470 | $128.4M | $0 | $0 |
| 2024 | 502 | $126.0M | $0 | $0 |
| 2023 | 503 | $120.2M | $0 | $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 |
|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI LLP | Auditor | $57,000 | — | $57,000 |
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: $57,000
- Estimated Expense Ratio: 0.044% 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 |
|---|---|---|---|---|---|
| 2025 | $1,046,765 | $519,708 | — | $57,000 | — |
| 2024 | $1,029,270 | $473,906 | — | $55,000 | — |
| 2023 | $887,988 | $407,312 | — | — | $188,775 |