# Board Of Trustees Mcasf Local 725 Defined Contribution Retirement Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-mcasf-local-725-defined-contribution-retirement-trus-plan

> Board Of Trustees Mcasf Local 725 Defined Contribution Retirement Plan's DC plan: 841 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Mcasf Local 725 Defined Contribution Retirement Plan

- **Sponsor EIN:** 582490173

- **Sponsor Address:** 15800 PINES BOULEVARD, PEMBROKE PINES, FL, 33027

- **Plan Type:** DC

- **Total Participants:** 841

- **Total Assets:** $71.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|841|$71.9M|$1.8M|$1.3M|

| 2023|633|$64.9M|$1.8M|$1.2M|

| 2022|599|$57.0M|$1.6M|$992,327|

## 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|

| MCASF LOCAL 725 SERVICE CORP|CAPTIVE SERVICE PROVIDER|$142,334|—|$142,334|

| ULLICO INVESTMENT ADVISORS INC.|NONE KNOWN|$88,216|—|$88,216|

| PLANTE & MORAN, PLLC|NONE KNOWN|$47,950|—|$47,950|

| KARPUS MANAGEMENT, INC.|NONE KNOWN|$47,609|—|$47,609|

| BNY MELLON INVESTMENT ADVISER, INC.|NONE KNOWN|$42,655|—|$42,655|

| NEPC, LLC|NONE KNOWN|$35,239|—|$35,239|

| INTERCONTINENTAL REAL ESTATE CORP.|NONE KNOWN|$35,120|—|$35,120|

| CHARTWELL INVESTMENT PARTNERS, LLC|NONE KNOWN|$23,636|—|$23,636|

| HESSIAN & MCKASY, PA|NONE KNOWN|$23,233|—|$23,233|

| LOOMIS SAYLES TRUST COMPANY|NONE KNOWN|$20,133|—|$20,133|

| U.S. BANK NATIONAL ASSOCIATION|NONE KNOWN|$13,844|—|$13,844|

| SAWGRASS ASSET MANAGEMENT LLC|NONE KNOWN|$11,577|—|$11,577|

### Verified Provider Profiles

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

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — NONE KNOWN

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — NONE KNOWN

- [U.S. BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — NONE KNOWN

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $531,546

- **Estimated Expense Ratio:** 0.739% 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|$557,728|$305,306|$141,600|$47,950|—|

| 2023|$536,237|$280,286|$132,000|$52,640|—|

| 2022|$486,657|$244,679|$144,000|—|$63,338|

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