Plan Snapshot
- Plan Sponsor: Board Of Trustees - Arizona Bricklayers Pension Trust Fund
- Sponsor EIN: 516119487
- Sponsor Address: PO BOX 43170, PHOENIX, AZ, 850803170
- Plan Type: DB
- Total Participants: 73
- Total Assets: $33.7M
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 | 73 | $33.7M | $82,160 | $0 |
| 2023 | 70 | $23.5M | $95,633 | $0 |
| 2022 | 70 | $23.9M | $99,656 | $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 |
|---|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS | Other Service Provider | $86,077 | — | $86,077 |
| NOVARA TESIJA & CATENACCI PLLC | Other Service Provider | $65,669 | — | $65,669 |
| VERUS ADVISORY | Other Service Provider | $57,000 | — | $57,000 |
| MILLIMAN | Recordkeeper | $45,914 | — | $45,914 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | $26,200 | — | $26,200 |
| GUST ROSENFELD | Other Service Provider | $21,283 | — | $21,283 |
| PRINCIPAL CUSTODY SOLUTIONS | Other Service Provider | $17,709 | — | $17,709 |
| ASB ALLEGIANCE REAL ESTATE FUND | Other Service Provider | $14,983 | — | $14,983 |
| PANAGORA ASSET MANAGEMENT | Other Service Provider | $12,731 | — | $12,731 |
| BALDWIN MOFFITT BEHM LLP | Other Service Provider | $12,500 | — | $12,500 |
| IRON MOUNTAIN STORAGE | Other Service Provider | $6,787 | — | $6,787 |
| LETTERSTREAM | Other Service Provider | $5,654 | — | $5,654 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $372,507
- Estimated Expense Ratio: 1.106% 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 | $402,022 | $84,714 | $84,023 | $12,500 | — |
| 2023 | $489,171 | $87,622 | $84,043 | $12,500 | — |
| 2022 | $351,028 | $84,455 | $84,066 | — | $101,122 |