# The Builders Exchange Of The Southern Tier INC. DC Plan
Source: https://planprovider.pro/companies/the-builders-exchange-of-the-southern-tier-inc-160810649-002

> The Builders Exchange Of The Southern Tier INC.'s DC plan: 1,084 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Builders Exchange Of The Southern Tier INC.

- **Sponsor EIN:** 160810649

- **Sponsor Address:** 202 W 4TH STREET, JAMESTOWN, NY, 147014982

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 1,084

- **Total Assets:** $20.7M

## 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|1,084|$20.7M|$993,207|$0|

| 2023|1,069|$19.6M|$942,641|$0|

| 2022|1,072|$17.9M|$1.1M|$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|

| NORTHWEST BANK|Other Service Provider|$60,101|—|$60,101|

| DEFINITI LLC|Other Service Provider|$27,069|—|$27,069|

| TRONCONI SEGARRA & ASSOCIATES LLP|Other Service Provider|$14,955|—|$14,955|

| LIPSITZ GEEN SCIME CAMBRIA LLP|Other Service Provider|$5,645|—|$5,645|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $107,770

- **Estimated Expense Ratio:** 0.520% 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|$152,968|$60,101|$27,069|$14,955|—|

| 2023|$150,037|$52,273|$23,654|$19,325|—|

| 2022|$146,521|$51,848|$26,757|—|$23,016|

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