Board of Trustees Bricklayers & Allied Craftsmen Local 2 Annuity Fd retirement plan: assets, participants and fees
What Board of Trustees Bricklayers & Allied Craftsmen Local 2 Annuity Fd's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schultheis & Panettieri LLP | 2023 Schedule C ↗ |
| Independent auditor | Schultheis & Panettieri LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 570 defined-contribution plans in construction with 1,000 to 4,999 participants.
| Board of Trustees Bricklayers & Allied Craftsmen Local 2 Annuity Fd: employer contribution per participant | $818 | |
| Peer median | $2,900 |
| Board of Trustees Bricklayers & Allied Craftsmen Local 2 Annuity Fd: average balance | $8,243 | |
| Peer median | $67,876 |
| Board of Trustees Bricklayers & Allied Craftsmen Local 2 Annuity Fd: admin expenses ÷ assets | 1.36% | |
| Peer median | 0.26% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $14.7M at the end of plan year 2021 to $18.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,283 | $18.8M | $1.9M | $818 | 1.36% | Not published | Form 5500 ↗ |
| 2023 | 2,226 | $17.4M | $1.8M | $820 | 1.11% | Not published | Form 5500 ↗ |
| 2022 | 2,151 | $15.2M | $1.7M | $780 | 1.18% | Not published | Form 5500 ↗ |
| 2021 | 2,146 | $14.7M | $1.6M | $731 | 1.31% | Not published | Form 5500 ↗ |
Common questions
Does Board of Trustees Bricklayers & Allied Craftsmen Local 2 Annuity Fd match 401(k) contributions?
The match terms for the Bricklayers & Allied Craftsmen Local 2 Annuity Fund have not been published from its filing yet. The plan year 2024 filing reports $1.9M in employer contributions, about $818 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Board of Trustees Bricklayers & Allied Craftsmen Local 2 Annuity Fd 401(k) match vested?
The vesting schedule for the Bricklayers & Allied Craftsmen Local 2 Annuity Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the Board of Trustees Bricklayers & Allied Craftsmen Local 2 Annuity Fd 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Schultheis & Panettieri LLP. The plan administrator is Board of Trustees Bricklayers & Allied Craftsmen Local 2 Annuity Fd.
I left Board of Trustees Bricklayers & Allied Craftsmen Local 2 Annuity Fd. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Board of Trustees Bricklayers & Allied Craftsmen Local 2 Annuity Fd, (518) 456-0259) or the recordkeeper, Schultheis & Panettieri LLP. The Board of Trustees Bricklayers & Allied Craftsmen Local 2 Annuity Fd old 401(k) page lists the contacts from every plan filing. Find an old Board of Trustees Bricklayers & Allied Craftsmen Local 2 Annuity Fd 401(k)
Data from the public Form 5500 annual reports Board of Trustees Bricklayers & Allied Craftsmen Local 2 Annuity Fd filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Board of Trustees Bricklayers & Allied Craftsmen Local 2 Annuity Fd. Not financial advice. Report a correction · Methodology