Plan Snapshot
- Plan Sponsor: Trustees Of Buffalo Carpenters Pension Fund
- Sponsor EIN: 160847280
- Sponsor Address: 1159 MARYVALE DRIVE, SUITE 20, CHEEKTOWAGA, NY, 142252373
- Plan Type: DB
- Total Participants: 0
- Total Assets: $777,667
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 | 0 | $777,667 | $0 | $0 |
| 2024 | 0 | $789,054 | $0 | $0 |
| 2023 | 0 | $846,256 | $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 |
|---|---|---|---|---|
| TRONCONI SEGARRA & ASSOCIATES LLP | Auditor | $14,680 | — | $14,680 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRONCONI SEGARRA & ASSOCIATES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,680
- Estimated Expense Ratio: 1.888% 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 | $118,622 | — | — | $14,680 | — |
| 2024 | $98,712 | — | — | $14,203 | — |
| 2023 | $123,222 | — | — | — | $30,241 |