Plan Snapshot
- Plan Sponsor: A.F.Of L.-A.G.C. Building Trades Pension
- Sponsor EIN: 636055108
- Sponsor Address: P.O. BOX 1492, MOBILE, AL, 366331492
- Plan Type: DB
- Total Participants: 1,177
- Total Assets: $167.5M
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 | 1,177 | $167.5M | $0 | $0 |
| 2023 | 1,101 | $153.3M | $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 |
|---|---|---|---|---|
| STEVEN D EISENBERG CPA P.A. | Auditor | $27,744 | — | $27,744 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,744
- Estimated Expense Ratio: 0.017% 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 | $1,012,879 | $513,478 | — | $27,744 | — |
| 2023 | $1,048,211 | $510,813 | — | — | $104,592 |