Plan Snapshot
- Plan Sponsor: Bd Of Trustees Painters & Alld Tr
- Sponsor EIN: 621569820
- Sponsor Address: 19 SOUTH 6TH STREET, SUITE 505, TERRE HAUTE, IN, 47807
- Plan Type: DC
- Total Participants: 128
- Total Assets: $7.1M
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. |
|---|---|---|---|---|
| 2025 | 128 | $7.1M | $0 | $0 |
| 2024 | 131 | $6.3M | $0 | $0 |
| 2023 | 136 | $5.5M | $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 |
|---|---|---|---|---|
| SACKRIDER & COMPANY, INC. | Auditor | $15,900 | — | $15,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SACKRIDER & COMPANY, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,900
- Estimated Expense Ratio: 0.224% 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 |
|---|---|---|---|---|---|
| 2025 | $136,761 | $20,343 | — | $15,900 | — |
| 2024 | $138,207 | $17,267 | — | $14,000 | — |
| 2023 | $137,151 | $15,567 | — | — | $39,460 |