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
- 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. |
|---|---|---|---|---|
| 2025 | 260 | $9.5M | $0 | $0 |
| 2024 | 263 | $8.7M | $0 | $0 |
| 2023 | 264 | $7.5M | $0 | $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 |
|---|---|---|---|---|
| STOKES, VISCA, HUCKO & BARONE, CPAS | Auditor | $18,600 | — | $18,600 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,600
- Estimated Expense Ratio: 0.196% 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 |
|---|---|---|---|---|---|
| 2025 | $126,995 | $58,950 | $19,663 | $18,600 | — |
| 2024 | $131,341 | $56,429 | $17,651 | $18,100 | — |
| 2023 | $123,437 | $51,964 | $17,903 | — | $53,412 |