Plan Snapshot
- Plan Sponsor: Board Of Trustees, Bricklayers & Allied Craftsmen
- Sponsor EIN: 943470240
- Sponsor Address: 7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA, 94566
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 580
- Total Assets: $1.0M
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 | 580 | $1.0M | $3.1M | $0 |
| 2023 | 585 | $1.1M | $3.1M | $0 |
| 2022 | 596 | $995,225 | $2.8M | $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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | Auditor | $18,500 | — | $18,500 |
| WITHUM SMITH BROWN PC | Other Service Provider | $11,672 | — | $11,672 |
| KRAW LAW GROUP | Other Service Provider | $6,716 | — | $6,716 |
| BENESYS ADMINISTRATOR INC | Other Service Provider | $6,278 | — | $6,278 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,166
- Estimated Expense Ratio: 4.149% 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 | $53,826 | — | $6,278 | $18,500 | — |
| 2023 | $62,691 | — | $5,977 | $18,500 | — |
| 2022 | $36,944 | — | $5,642 | — | $28,165 |