Plan Snapshot
- Plan Sponsor: Trustees Of Laborers Local No. 1822 Defined Contribution Plan
- Sponsor EIN: 161607418
- Sponsor Address: 202 TWIN OAKS DRIVE, SYRACUSE, NY, 132061221
- Plan Type: DC
- Total Participants: 1,214
- Total Assets: $6.3M
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 | 1,214 | $6.3M | $760,333 | $0 |
| 2023 | 1,211 | $5.5M | $697,410 | $0 |
| 2022 | 1,189 | $4.8M | $705,664 | $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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | NONE | $15,988 | — | $15,988 |
| D'ARCANGELO & CO., LLP | NONE | $11,900 | — | $11,900 |
| BLITMAN & KING | NONE | $10,385 | — | $10,385 |
| JOSEPH W. MCCARTHY & ASSOCIATES | NONE | $6,933 | — | $6,933 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — NONE
- D'ARCANGELO & CO., LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,206
- Estimated Expense Ratio: 0.712% 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 | $110,040 | $15,988 | — | $11,900 | — |
| 2023 | $105,363 | $13,725 | — | $11,700 | — |
| 2022 | $102,388 | $12,066 | — | — | $29,955 |