# Board Of Trustees Bpcm Local 534 Deferred Income Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-bpcm-local-534-deferred-income-fund-046544055-001

> Board Of Trustees Bpcm Local 534 Deferred Income Fund's DC plan: 432 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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