Plan Snapshot
- Plan Sponsor: Board Of Trustees For Cement Masons
- Sponsor EIN: 356296477
- Sponsor Address: 6525 CENTURION DRIVE, LANSING, MI, 489179275
- Plan Type: DB
- Total Participants: 95
- Total Assets: $46.6M
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 | 95 | $46.6M | $2.0M | $0 |
| 2023 | 107 | $42.6M | $2.0M | $0 |
| 2022 | 105 | $38.0M | $1.8M | $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 |
|---|---|---|---|---|
| LEGACY PROFESSIONALS LLP | Auditor | $20,112 | — | $20,112 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,112
- Estimated Expense Ratio: 0.043% 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 | $431,785 | $314,544 | $30,000 | $20,112 | — |
| 2023 | $409,177 | $278,864 | $30,000 | $19,500 | — |
| 2022 | $385,360 | $244,600 | $30,000 | — | $81,908 |