# Board Of Trustees, Brick Masons' Pension Trust DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-brick-masons-pension-trust-956093333-001

> Board Of Trustees, Brick Masons' Pension Trust's DB plan: 641 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, Brick Masons' Pension Trust

- **Sponsor EIN:** 956093333

- **Sponsor Address:** 1050 LAKES DR STE 120, WEST COVINA, CA, 91790

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 641

- **Total Assets:** $153.8M

## 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|641|$153.8M|$4.4M|$0|

| 2023|655|$148.1M|$4.2M|$0|

| 2022|655|$145.6M|$4.2M|$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|

| BENESYS, INC.|Other Service Provider|$241,803|—|$241,803|

| EIDE BAILLY LLP|Auditor|$103,801|—|$103,801|

| THE WAGNER LAW GROUP|ERISA Attorney|$98,323|—|$98,323|

| ULLICO|Other Service Provider|$80,062|—|$80,062|

| INVESTMENT PERFORMANCE SERVICES,LLC|Other Service Provider|$80,000|—|$80,000|

| RREEF AMERICA L.L.C.|Other Service Provider|$73,005|—|$73,005|

| U.S. BANK|Recordkeeper|$63,438|—|$63,438|

| MILLIMAN INC.|Recordkeeper|$58,999|—|$58,999|

| LSV EMERGING MARKETS|Other Service Provider|$51,539|—|$51,539|

| WITHUMSMITH+BROWN, PC|Auditor|$38,865|—|$38,865|

| BLACKROCK|Other Service Provider|$28,447|—|$28,447|

| NATIONAL INVST SVCS OF AMERICA, LLC|Other Service Provider|$26,403|—|$26,403|

| WASHINGTON CAPITAL MANAGEMENT|Other Service Provider|$6,989|—|$6,989|

### Verified Provider Profiles

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

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

- [THE WAGNER LAW GROUP](https://planprovider.pro/provider/the-wagner-law-group) — ERISA Attorney

- [U.S. BANK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MILLIMAN INC.](https://planprovider.pro/provider/milliman) — Recordkeeper

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $951,674

- **Estimated Expense Ratio:** 0.619% 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|$1,078,422|$349,420|$241,803|$38,865|—|

| 2023|$918,714|$316,612|$226,512|$43,180|—|

| 2022|$834,525|$284,712|$230,985|—|$185,916|

## Similar Plans

- [Board Of Trustees, Southwest Carpenters Annuity Fund](https://planprovider.pro/companies/board-of-trustees-southwest-carpenters-annuity-fund-plan) — 91,004 participants

- [Joint Board Of Trustees Western States Carpenters Pension Plan](https://planprovider.pro/companies/joint-board-of-trustees-southwest-carpenters-pension-trust-plan) — 69,363 participants

- [Western States Carpenters Vacation Trust](https://planprovider.pro/companies/western-states-carpenters-vacation-trust-956042279-501) — 67,891 participants

- [Board Of Trustees, Cement Masons Southern California](https://planprovider.pro/companies/board-of-trustees-cement-masons-southern-california-plan-002) — 5,831 participants

- [Pride Industries](https://planprovider.pro/companies/pride-industries-401k-plan) — 3,961 participants

- [Board Of Trustees, Eleven Counties Cement Masons](https://planprovider.pro/companies/board-of-trustees-eleven-counties-cement-masons-956042278-501) — 3,876 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-brick-masons-pension-trust-956093333-001)

© 2026 PlanProvider.Pro