Bot Bricklayers & Allied Craftworkers,L 2, Albany,NY Pens Fd retirement plan: assets, participants and fees
What Bot Bricklayers & Allied Craftworkers,L 2, Albany,NY Pens 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 | Morgan Stanley Smith Barney LLC | Schedule C ↗ |
| Independent auditor | Schultheis & Panettieri LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 287 pension plans in construction with 1,000 to 4,999 participants.
| Bot Bricklayers & Allied Craftworkers,L 2, Albany,NY Pens Fd: employer contribution per participant | $4,829 | |
| Peer median | $5,506 |
| Bot Bricklayers & Allied Craftworkers,L 2, Albany,NY Pens Fd: average balance | $88,207 | |
| Peer median | $105,184 |
| Bot Bricklayers & Allied Craftworkers,L 2, Albany,NY Pens Fd: admin expenses ÷ assets | 0.83% | |
| Peer median | 0.59% |
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 $125M at the end of plan year 2021 to $128M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,447 | $128M | $7M | $4,829 | 0.83% | Not published | Form 5500 ↗ |
| 2023 | 1,453 | $125M | $7.2M | $4,960 | 0.84% | Not published | Form 5500 ↗ |
| 2022 | 1,452 | $120M | $6.6M | $4,567 | 0.73% | Not published | Form 5500 ↗ |
| 2021 | 1,494 | $125M | $6.3M | $4,231 | 0.78% | Not published | Form 5500 ↗ |
Common questions
Does Bot Bricklayers & Allied Craftworkers,L 2, Albany,NY Pens Fd match 401(k) contributions?
The match terms for the Bricklayers & Allied Craftworkers, Loc 2, Albany Ny Pension Fund have not been published from its filing yet. The plan year 2024 filing reports $7M in employer contributions, about $4,829 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bot Bricklayers & Allied Craftworkers,L 2, Albany,NY Pens Fd 401(k) match vested?
The vesting schedule for the Bricklayers & Allied Craftworkers, Loc 2, Albany Ny Pension Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bot Bricklayers & Allied Craftworkers,L 2, Albany,NY Pens Fd 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Morgan Stanley Smith Barney LLC. The plan administrator is Bot Bricklayers & Allied Craftworkers,l 2, Albany,ny Pens Fd.
I left Bot Bricklayers & Allied Craftworkers,L 2, Albany,NY Pens Fd. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bot Bricklayers & Allied Craftworkers,l 2, Albany,ny Pens Fd, (518) 456-0259) or the recordkeeper, Morgan Stanley Smith Barney LLC. The Bot Bricklayers & Allied Craftworkers,L 2, Albany,NY Pens Fd old 401(k) page lists the contacts from every plan filing. Find an old Bot Bricklayers & Allied Craftworkers,L 2, Albany,NY Pens Fd 401(k)
Data from the public Form 5500 annual reports Bot Bricklayers & Allied Craftworkers,L 2, Albany,NY Pens 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 Bot Bricklayers & Allied Craftworkers,L 2, Albany,NY Pens Fd. Not financial advice. Report a correction · Methodology