# Trustees Of Bricklayers &amp; Allied Craft Workers Lo 3 Ny Niagara Falls-B DB Plan
Source: https://planprovider.pro/companies/trustees-of-bricklayers-allied-craft-workers-lo-3-ny-niagara-falls-b-160849723-001

> Trustees Of Bricklayers &amp; Allied Craft Workers Lo 3 Ny Niagara Falls-B&#39;s DB plan: 218 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Bricklayers & Allied Craft Workers Lo 3 Ny Niagara Falls-B

- **Sponsor EIN:** 160849723

- **Sponsor Address:** 1175 WILLIAM STREET, BUFFALO, NY, 142061805

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 218

- **Total Assets:** $27.0M

## 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|218|$27.0M|$4.1M|$0|

| 2023|205|$25.2M|$3.6M|$0|

| 2022|212|$23.3M|$4.0M|$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|

| THE SEGAL COMPANY|Other Service Provider|$58,075|—|$58,075|

| MORGAN STANLEY SMITH BARNEY LLC|Other Service Provider|$34,185|—|$34,185|

| SLEVIN & HART PC|ERISA Attorney|$24,091|—|$24,091|

| TRONCONI SEGARRA & ASSOCIATES LLP|Other Service Provider|$21,718|—|$21,718|

| MORGAN STANLEY SMITH BARNEY LLC|Recordkeeper|$10,853|—|$10,853|

| ARCARA LENDA EUSANIO & STACEY|Other Service Provider|$8,093|—|$8,093|

### Verified Provider Profiles

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

- [SLEVIN & HART PC](https://planprovider.pro/provider/slevin-and-hart-pc) — ERISA Attorney

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $157,015

- **Estimated Expense Ratio:** 0.582% 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|$319,615|$48,205|—|$29,811|—|

| 2023|$320,510|$62,792|—|$25,739|—|

| 2022|$335,089|$81,693|—|—|$116,718|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-bricklayers-allied-craft-workers-lo-3-ny-niagara-falls-b-160849723-001)

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