# Rochester Area Construction And Materials Teamsters Annuity Fund DC Plan
Source: https://planprovider.pro/companies/rochester-area-construction-and-materials-teamsters-annuity-fund-161455833-001

> Rochester Area Construction And Materials Teamsters Annuity Fund's DC plan: 260 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rochester Area Construction And Materials Teamsters Annuity Fund

- **Sponsor EIN:** 161455833

- **Sponsor Address:** 130 METRO PARK, ROCHESTER, NY, 146232610

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 260

- **Total Assets:** $9.5M

## 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|260|$9.5M|$414,541|$0|

| 2023|263|$8.7M|$428,920|$0|

| 2022|264|$7.5M|$388,520|$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|

| KARPUS INVESTMENTS|Investment Advisor|$59,094|—|$59,094|

| STOKES, VISCA, HUCKO & BARONE, CPAS|Auditor|$18,335|—|$18,335|

| ROCHESTER AREA CMT & H&W FUND|Other Service Provider|$17,651|—|$17,651|

| ONE DIGITAL TOPCO LLC|Recordkeeper|$17,506|—|$17,506|

| BLITMAN & KING|ERISA Attorney|$9,429|—|$9,429|

### Verified Provider Profiles

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

- [ONE DIGITAL TOPCO LLC](https://planprovider.pro/provider/ameritas-retirement-plans) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $122,015

- **Estimated Expense Ratio:** 1.283% 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|$126,995|$58,950|$19,663|$18,600|—|

| 2023|$131,341|$56,429|$17,651|$18,100|—|

| 2022|$123,437|$51,964|$17,903|—|$53,412|

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