# Bd Of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan DB Plan
Source: https://planprovider.pro/companies/bd-of-trustees-loc-804-loc-447-multi-employer-ret-plan-plan

> Bd Of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan's DB plan: 5,733 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan

- **Sponsor EIN:** 516117726

- **Sponsor Address:** 55 GLENLAKE PARKWAY, NE, ATLANTA, GA, 303283474

- **Plan Type:** DB

- **Total Participants:** 5,733

- **Total Assets:** $2.4B

## 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|5,733|$2.4B|$139.9M|$0|

| 2023|5,812|$2.1B|$141.7M|$0|

| 2022|5,997|$1.8B|$144.9M|$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|

| MESIROW INSTITUTIONAL INV MGMT|Other Service Provider|$1,110,220|—|$1,110,220|

| JP MORGAN INVESTMENT MANAGEMENT INC|Other Service Provider|$790,532|—|$790,532|

| EAGLE CAPITAL MANAGEMENT|Other Service Provider|$786,366|—|$786,366|

| WESTERN ASSET MANAGEMENT COMPANY|Other Service Provider|$651,117|—|$651,117|

| METROPOLITAN WEST ASSET MANAGEMENT|Other Service Provider|$436,365|—|$436,365|

| MONDRIAN INVESTMENT GROUP (U.S.)|Other Service Provider|$340,550|—|$340,550|

| AMALGAMATED BANK|Other Service Provider|$326,159|—|$326,159|

| GALLAGHER FIDUCIARY ADVISORS LLC|Other Service Provider|$195,171|—|$195,171|

| BLACKROCK INSTITUTIONAL TRUST CO NA|Other Service Provider|$183,150|—|$183,150|

| THE SEGAL COMPANY (EASTERN STATES)|Other Service Provider|$155,272|—|$155,272|

| THE BANK OF NEW YORK MELLON|Other Service Provider|$123,905|—|$123,905|

| PROSKAUER ROSE LLP|Other Service Provider|$88,740|—|$88,740|

| COHEN, WEISS AND SIMON LLP|Other Service Provider|$77,381|—|$77,381|

| WEAVER AND TIDWELL, LLP|Other Service Provider|$74,839|—|$74,839|

| CONDUENT HUMAN RESOURCE SERVICES|Other Service Provider|$42,603|—|$42,603|

| RR DONNELLEY|Other Service Provider|$29,463|—|$29,463|

| PENSION BENEFIT INFORMATION, LLC|Other Service Provider|$8,407|—|$8,407|

| SEGAL SELECT INSURANCE SERVICES|Other Service Provider|—|$7,454|$7,454|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JP MORGAN INVESTMENT MANAGEMENT INC](https://planprovider.pro/provider/jp-morgan-asset-management) — Other Service Provider

- [EAGLE CAPITAL MANAGEMENT](https://planprovider.pro/provider/eagle-capital-management-llc) — Other Service Provider

- [GALLAGHER FIDUCIARY ADVISORS LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Other Service Provider

- [PROSKAUER ROSE LLP](https://planprovider.pro/provider/proskauer-rose-llp) — Other Service Provider

- [WEAVER AND TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Other Service Provider

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $5,427,694

- **Estimated Expense Ratio:** 0.231% 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|$6,095,335|$4,920,885|—|$74,839|—|

| 2023|$4,943,180|$3,136,821|—|$72,264|—|

| 2022|$5,391,278|$3,962,433|—|—|$840,366|

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