# Board Of Trustees Bac Local 15 Pension Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-bac-local-15-pension-fund-436102453-002

> Board Of Trustees Bac Local 15 Pension Fund&#39;s DC plan: 674 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Bac Local 15 Pension Fund

- **Sponsor EIN:** 436102453

- **Sponsor Address:** WILSON MCSHANE CORPORATION, KANSAS CITY, MO, 641909500

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 674

- **Total Assets:** $63.0M

## 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|674|$63.0M|$1.9M|$0|

| 2023|674|$60.8M|$1.9M|$0|

| 2022|742|$55.1M|$1.7M|$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|

| LOOMIS SAYLES|Investment Advisor|$80,580|—|$80,580|

| WILSON MCSHANE CORPORATION|Recordkeeper|$76,489|—|$76,489|

| ARNOLD, NEWBOLD, SOLLARS & HOLLINS|ERISA Attorney|$24,332|—|$24,332|

| SEGAL ADVISORS|Investment Advisor|$21,500|—|$21,500|

| RUBINBROWN, LLP|Auditor|$20,900|—|$20,900|

| BLACKROCK INSTITUTIONAL TRUST CO|Investment Advisor|$18,078|—|$18,078|

| CONSTRUCTION BENEFIT AUDIT CORP|Auditor|$17,623|—|$17,623|

| COMMERCE TRUST|Investment Advisor|$7,428|—|$7,428|

### Verified Provider Profiles

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

- [RUBINBROWN, LLP](https://planprovider.pro/provider/rubinbrown-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $266,930

- **Estimated Expense Ratio:** 0.424% 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|$287,942|$131,887|$76,450|$20,900|—|

| 2023|$265,946|$115,114|$73,499|$19,900|—|

| 2022|$299,018|$118,039|$69,350|—|$98,744|

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