Plan Snapshot
- Plan Sponsor: Board Of Trustees Bpcm Local 534 Deferred Income Fund
- Sponsor EIN: 046544055
- Sponsor Address: 7 FREDERIKA STREET, BOSTON, MA, 02124
- Plan Type: DC
- Plan Number: 001
- Total Participants: 432
- Total Assets: $49.7M
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. |
|---|---|---|---|---|
| 2025 | 432 | $49.7M | $0 | $0 |
| 2024 | 267 | $45.7M | $2.4M | $0 |
| 2023 | 271 | $45.0M | $2.5M | $0 |
| 2022 | 299 | $42.8M | $2.7M | $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 |
|---|---|---|---|---|
| GAIL MILLS | Other Service Provider | $64,076 | — | $64,076 |
| AIMEE LINCOLN | Other Service Provider | $45,023 | — | $45,023 |
| ANGELA BASTIEN | Other Service Provider | $41,376 | — | $41,376 |
| BOSTON TRUST WALDEN COMPANY | Other Service Provider | $37,479 | — | $37,479 |
| LAUREN BLUNDELL | Other Service Provider | $33,389 | — | $33,389 |
| NEW ENGLAND PENSION CONSULTANTS | Other Service Provider | $25,000 | — | $25,000 |
| CAMPBELL DEVASTO & ASSOCIATES CPA'S | Other Service Provider | $24,682 | — | $24,682 |
| KRAKOW & SOURIS LLC | Other Service Provider | $9,375 | — | $9,375 |
| ANCHOR CAPITAL ADVISORS | Other Service Provider | $7,466 | — | $7,466 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $287,866
- Estimated Expense Ratio: 0.579% 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 | $3,253,931 | $76,001 | — | $14,265 | — |
| 2024 | $369,836 | $75,250 | — | $17,795 | — |
| 2023 | $371,483 | $77,525 | — | — | — |
| 2022 | $356,690 | $81,008 | — | — | $36,981 |