# Board Of Trustees Of Bricklayers & Stonemasons Local 5 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-bricklayers-stonemasons-local-5-annuity-fund-236535428-001

> Board Of Trustees Of Bricklayers & Stonemasons Local 5 Annuity Fund's DC plan: 83 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Bricklayers & Stonemasons Local 5 Annuity Fund

- **Sponsor EIN:** 236535428

- **Sponsor Address:** 20 BRACE ROAD, STE 114, CHERRY HILL, NJ, 080342635

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 83

- **Total Assets:** $14.6M

## 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:** Yes

## Plan Financials by Year

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

| 2024|83|$14.6M|$720,521|$0|

| 2023|74|$13.6M|$489,834|$0|

| 2022|96|$13.1M|$529,027|$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|

| VOYA RETIREMENT INSURANCE & ANNUITY|Other Service Provider|$54,893|—|$54,893|

| BENEFIT PROCESSING, INC|Other Service Provider|$37,988|—|$37,988|

| WELLS FARGO CLEARING SERVICES LLC|Other Service Provider|—|$29,524|$29,524|

| ODONOGHUE & ODONOGHUE|Other Service Provider|$11,369|—|$11,369|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $133,774

- **Estimated Expense Ratio:** 0.916% 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|$108,473|$54,893|$37,988|—|—|

| 2023|$116,765|$46,168|$25,633|$8,250|—|

| 2022|$80,015|$40,337|$12,000|—|$20,990|

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