# Joint Board Of Trusts-Bricklayers & Allied Craftworkers Lo3 Ny Roch Pe DB Plan
Source: https://planprovider.pro/companies/joint-board-of-trusts-bricklayers-allied-craftworkers-lo3-ny-roch-pe-plan

> Joint Board Of Trusts-Bricklayers & Allied Craftworkers Lo3 Ny Roch Pe's DB plan: 304 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trusts-Bricklayers & Allied Craftworkers Lo3 Ny Roch Pe

- **Sponsor EIN:** 166019479

- **Sponsor Address:** 33 SAGINAW DRIVE, ROCHESTER, NY, 146233131

- **Plan Type:** DB

- **Total Participants:** 304

- **Total Assets:** $73.8M

## 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|304|$73.8M|$3.5M|$0|

| 2023|326|$74.6M|$3.6M|$0|

| 2022|343|$64.7M|$3.7M|$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|

| BONADIO & CO., LLP|Auditor|$22,745|—|$22,745|

### Verified Provider Profiles

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

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $22,745

- **Estimated Expense Ratio:** 0.031% 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|$791,702|$309,744|—|$22,745|—|

| 2023|$767,645|$276,031|—|$24,957|—|

| 2022|$781,183|$286,472|—|—|$137,906|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/joint-board-of-trusts-bricklayers-allied-craftworkers-lo3-ny-roch-pe-plan)

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