# Board Of Trustees Mcasf Local 725 Pension Trust Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-mcasf-local-725-pension-trust-fund-plan

> Board Of Trustees Mcasf Local 725 Pension Trust Fund's DB plan: 1,016 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 Mcasf Local 725 Pension Trust Fund

- **Sponsor EIN:** 596123621

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

- **Plan Type:** DB

- **Total Participants:** 1,016

- **Total Assets:** $235.5M

## 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|1,016|$235.5M|$9.9M|$0|

| 2023|982|$220.1M|$9.3M|$0|

| 2022|920|$199.2M|$8.5M|$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|

| MCASF LOCAL 725 SERVICE CORP|CAPTIVE SERVICE PROVIDER|$264,000|—|$264,000|

| KARPUS MANAGEMENT, INC.|NONE KNOWN|$187,952|—|$187,952|

| BNY MELLON|NONE KNOWN|$135,139|—|$135,139|

| NEPC, LLC|NONE KNOWN|$132,145|—|$132,145|

| ULLICO INVESTMENT ADVISORS INC.|NONE KNOWN|$119,016|—|$119,016|

| LOOMIS SAYLES TRUST COMPANY|NONE KNOWN|$70,020|—|$70,020|

| HORIZON ACTUARIAL SERVICES, LLC|NONE KNOWN|$61,843|—|$61,843|

| PLANTE & MORAN, PLLC|NONE KNOWN|$56,565|—|$56,565|

| HESSIAN & MCKASY, PA|NONE KNOWN|$54,865|—|$54,865|

| CHARTWELL INVESTMENT PARTNERS, LLC|NONE KNOWN|$52,642|—|$52,642|

| U.S. BANK NATIONAL ASSOCIATION|NONE KNOWN|$39,901|—|$39,901|

| SAWGRASS ASSET MANAGEMENT LLC|NONE KNOWN|$37,205|—|$37,205|

| PENSION BENEFIT INFORMATION LLC|NONE KNOWN|$26,952|—|$26,952|

| BRIDGEWAY BENEFIT TECHNOLOGIES LLC|NONE KNOWN|$6,359|—|$6,359|

| AMERICAN GRAPHICS PRINTING CO.|NONE KNOWN|$5,335|—|$5,335|

### Verified Provider Profiles

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

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

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — 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:** $1,249,939

- **Estimated Expense Ratio:** 0.531% 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|$1,364,658|$738,910|$264,000|$56,565|—|

| 2023|$1,345,332|$744,856|$252,000|$59,699|—|

| 2022|$1,076,703|$621,110|$270,000|—|$157,473|

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