Plan Snapshot
- Plan Sponsor: Pavers & Road Builders Dc Pension
- Sponsor EIN: 131990171
- Sponsor Address: 17-20 WHITESTONE EXPRESSWAY, WHITESTONE, NY, 11357
- Plan Type: DB
- Total Participants: 2,120
- Total Assets: $776.4M
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 | 2,120 | $776.4M | $59.6M | $0 |
| 2023 | 1,998 | $672.8M | $55.0M | $0 |
| 2022 | 2,066 | $575.5M | $53.7M | $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 |
|---|---|---|---|---|
| LSV ASSET MGMT | Other Service Provider | $494,172 | — | $494,172 |
| MERRILL LYNCH | Investment Advisor | $398,500 | — | $398,500 |
| LOOMIS ASSETS MANAGEMENT | Other Service Provider | $369,888 | — | $369,888 |
| ULLICO INVESTMENT ADVISORS, INC. | Other Service Provider | $333,545 | — | $333,545 |
| INTERCONTINENTAL | Other Service Provider | $302,700 | — | $302,700 |
| JOSEPH MONTELLE | Other Service Provider | $280,900 | — | $280,900 |
| WASMER SCHROEDER-CHARLES SCHWAB | Other Service Provider | $255,585 | — | $255,585 |
| RENAISSANCE | Other Service Provider | $229,243 | — | $229,243 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $215,328 | — | $215,328 |
| SANTA BARBARA | Other Service Provider | $182,415 | — | $182,415 |
| VIRGINIA & AMBINDER | Other Service Provider | $174,002 | — | $174,002 |
| ATALANTA SOSNOFF | Other Service Provider | $150,630 | — | $150,630 |
| MARY CIMINO | Other Service Provider | $126,662 | — | $126,662 |
| PNC BANK | Other Service Provider | $110,124 | — | $110,124 |
| CASTIGLIA LLP | Other Service Provider | $94,535 | — | $94,535 |
| THE SEGAL COMPANY | Other Service Provider | $91,500 | — | $91,500 |
| GORLICK, KRAVITZ & LISTHAUS | ERISA Attorney | $80,910 | — | $80,910 |
| WESTERN ASSET MANAGEMENT COMPANY | Other Service Provider | $63,295 | — | $63,295 |
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: $3,953,934
- Estimated Expense Ratio: 0.509% 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 | $4,522,579 | $2,780,062 | $215,328 | $47,517 | — |
| 2023 | $3,859,183 | $2,277,306 | $215,328 | $43,201 | — |
| 2022 | $3,623,894 | $2,297,102 | $215,328 | — | $408,013 |