Original filing (PDF)20250909094045NAL0043161410002

Joint Board of Trusts-Bricklayers & Allied Craftworkers LO3 NY ROCH PE

Name: Joint Board of Trusts-Bricklayers & Allied Craftworkers LO3 NY ROCH PE — Form 5500 Plan 001 (2024)
Creator: Joint Board of Trusts-Bricklayers & Allied Craftworkers LO3 NY ROCH PE
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Bricklayers & Allied Craftworkers Local 3 NY Rochester Chapter Pension Fund

Defined-benefit pension plan · Joint Board of Trusts-Bricklayers & Allied Craftworkers LO3 NY ROCH PE's Bricklayers & Allied Craftworkers Local 3 NY Rochester Chapter Pension Fund held $73.8M in plan assets for 304 participants in 2024.

Signals · 3

~87 bps in Sched C feesNo recordkeeper disclosed14 service providers

Active participants

304

Accounts w/ balance

—

Plan assets (EOY)

$73.8M

Net assets (EOY)

$73.5M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (5th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOINT BOARD OF TRUSTS-BRICKLAYERS & ALLIED CRAFTWORKERS LO3 NY ROCH PE.

Plan sponsor

Name

JOINT BOARD OF TRUSTS-BRICKLAYERS & ALLIED CRAFTWORKERS LO3 NY ROCH PE

EIN

16-6019479all filings

Address

33 SAGINAW DRIVE · ROCHESTER, NY · 146233131

Phone

(585) 385-1160

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-09

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

BONADIO & CO., LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

14 rows

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
ARCARA ZUCARELLI & LENDA, CPA	47-1793720	—	NONE	$19K	—

Other service providers

Investments

1 pooled fund· $874K(1% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 56-6258033 / PN 006	Common Collective Trust	$874K	1.2%

1–1 of 1

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