Plan Snapshot
- Plan Sponsor: Pavers & Road Builders Dc Annuity Fund
- Sponsor EIN: 112629710
- Sponsor Address: 17-20 WHITESTONE EXPRESSWAY, WHITESTONE, NY, 11357
- Plan Type: DC
- Total Participants: 3,024
- Total Assets: $343.4M
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 | 3,024 | $343.4M | $33.6M | $0 |
| 2023 | 2,816 | $312.8M | $29.8M | $0 |
| 2022 | 3,043 | $287.3M | $28.5M | $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 |
|---|---|---|---|---|
| WASMER, SCHROEDER & CO -C. SCHWAB | Other Service Provider | $211,469 | — | $211,469 |
| ZENITH AMERICAN SOLUTIONS | Recordkeeper | $204,508 | — | $204,508 |
| INTERCONTINENTAL | Other Service Provider | $159,059 | — | $159,059 |
| STACEY BRAUN | Other Service Provider | $136,511 | — | $136,511 |
| ATALANTA SOSNOFF | Other Service Provider | $134,245 | — | $134,245 |
| MERRILL LYNCH | Investment Advisor | $102,500 | — | $102,500 |
| VIRGINIA & AMBINDER | Other Service Provider | $88,397 | — | $88,397 |
| LORD ABBETT | Other Service Provider | $85,927 | — | $85,927 |
| GORLICK, KRAVITZ & LISTHAUS | Other Service Provider | $85,213 | — | $85,213 |
| SANTA BARBARA | Other Service Provider | $82,712 | — | $82,712 |
| CASTIGLIA LLP | Other Service Provider | $78,118 | — | $78,118 |
| PNC BANK | Other Service Provider | $46,991 | — | $46,991 |
| THE SEGAL COMPANY | Other Service Provider | $12,500 | — | $12,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,428,150
- Estimated Expense Ratio: 0.416% 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 | $2,180,620 | $912,423 | $204,508 | $45,467 | — |
| 2023 | $1,998,369 | $860,172 | $207,924 | $40,426 | — |
| 2022 | $1,921,666 | $893,053 | $207,924 | — | $247,680 |