# Laborers Annuity Fund Local #199 Board Of Trustees DC Plan
Source: https://planprovider.pro/companies/laborers-annuity-fund-local-199-board-of-trustees-516168953-002

> Laborers Annuity Fund Local #199 Board Of Trustees's DC plan: 545 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Laborers Annuity Fund Local #199 Board Of Trustees

- **Sponsor EIN:** 516168953

- **Sponsor Address:** 5 HOT METAL STREET, SUITE 200, PITTSBURGH, PA, 152032352

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 545

- **Total Assets:** $8.5M

## 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|545|$8.5M|$1.1M|$0|

| 2023|682|$7.9M|$1.0M|$0|

| 2022|646|$7.0M|$1.0M|$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|

| CENTRAL DATA SERVICES, INC.|Other Service Provider|$71,221|—|$71,221|

| STACEY BRAUN ASSOC.|Other Service Provider|$24,675|—|$24,675|

| MARKOWITZ & RICHMAN|Other Service Provider|$18,971|—|$18,971|

| BELFINT, LYONS & SHUMAN|Auditor|$16,475|—|$16,475|

| PNC BANK|Other Service Provider|$8,848|—|$8,848|

| QUAN-VEST CONSULTANTS, INC.|Other Service Provider|$6,000|—|$6,000|

| YOUNG CONAWAY STARGATT & TAYLOR LLP|Other Service Provider|$5,941|—|$5,941|

### Verified Provider Profiles

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

- [BELFINT, LYONS & SHUMAN](https://planprovider.pro/provider/belfint-lyons-and-shuman-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $152,131

- **Estimated Expense Ratio:** 1.796% 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|$168,831|$33,523|$71,221|$16,475|—|

| 2023|$174,703|$32,000|$68,369|$21,724|—|

| 2022|$163,068|$30,028|$66,416|—|$49,309|

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