# Bps Local 91 Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-birmingham-p-s-lu-91-pf-plan

> Bps Local 91 Pension Fund&#39;s DB plan: 389 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bps Local 91 Pension Fund

- **Sponsor EIN:** 630437949

- **Sponsor Address:** 3648 9TH AVEUE, N, BIRMINGHAM, AL, 35222

- **Plan Type:** DB

- **Total Participants:** 389

- **Total Assets:** $31.2M

## 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|389|$31.2M|$0|$2.1M|

| 2023|353|$28.4M|$1.8M|$0|

| 2022|309|$27.1M|$1.9M|$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|

| THE SEGAL COMPANY|NONE|$61,385|—|$61,385|

| REGIONS|NONE|$33,542|—|$33,542|

| STANDARD VALUATIONS|NONE|$30,000|—|$30,000|

| DENT MOSES, LLP|Auditor|$19,875|—|$19,875|

| POTTER BRYANT & MOORE PC|NONE|$19,875|—|$19,875|

| ABBEY SKIPPER|EMPLOYEE|$17,618|—|$17,618|

| NEWTOWER TRUST COMPANY|NONE|$17,153|—|$17,153|

| QUINN CONNOR WEAVER DAVIES & ROUCO|NONE|$14,588|—|$14,588|

| AMBER RAGSDALE|EMPLOYEE|$14,251|—|$14,251|

| HORIZON ACTUARIAL SERVICES|Other Service Provider|$13,833|—|$13,833|

### Verified Provider Profiles

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

- [DENT MOSES, LLP](https://planprovider.pro/provider/dent-moses-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $242,120

- **Estimated Expense Ratio:** 0.777% 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|$355,246|$80,695|—|$19,875|—|

| 2023|$349,042|$102,718|—|$19,875|—|

| 2022|$316,705|$97,727|—|—|$96,145|

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