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
- Total Participants: 267
- Total Assets: $45.7M
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 | 267 | $45.7M | $0 | $0 |
| 2024 | 271 | $45.0M | $0 | $0 |
| 2023 | 299 | $42.8M | $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 |
|---|---|---|---|---|
| CAMPBELL DEVASTO & ASSOCIATES CPA'S | Auditor | $17,795 | — | $17,795 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,795
- Estimated Expense Ratio: 0.039% 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 | $369,836 | $75,250 | — | $17,795 | — |
| 2024 | $371,483 | $77,525 | — | — | — |
| 2023 | $356,690 | $81,008 | — | — | $36,981 |