Plan Snapshot
- Plan Sponsor: Board Of Trustees, Bricklayers And Allied Craftsmen
- Sponsor EIN: 953519963
- Sponsor Address: 1050 LAKES DR STE 120, WEST COVINA, CA, 91790
- Plan Type: DC
- Plan Number: 002
- Total Participants: 1,046
- Total Assets: $12.9M
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 | 1,046 | $12.9M | $222,163 | $0 |
| 2023 | 1,108 | $12.5M | $204,703 | $0 |
| 2022 | 1,141 | $11.9M | $295,809 | $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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Other Service Provider | $50,785 | — | $50,785 |
| BENESYS ADMINISTRATORS | Other Service Provider | $44,779 | — | $44,779 |
| THE WAGNER LAW GROUP | ERISA Attorney | $18,205 | — | $18,205 |
| MILLER KAPLAN ARASE LLP | Auditor | $16,500 | — | $16,500 |
| EIDE BAILLY LLP | Auditor | $10,356 | — | $10,356 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE WAGNER LAW GROUP — ERISA Attorney
- MILLER KAPLAN ARASE LLP — Auditor
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,625
- Estimated Expense Ratio: 1.086% 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 | $172,525 | — | $44,779 | $16,500 | — |
| 2023 | $180,199 | — | $44,556 | $16,000 | — |
| 2022 | $144,677 | $46,087 | $44,016 | — | $32,950 |