Plan Snapshot
- Plan Sponsor: Trustees Of Minnesota & North Dakota Bricklayers & Allied Craftworkers
- Sponsor EIN: 516029930
- Sponsor Address: 2520 PILOT KNOB ROAD, SUITE 325, MENDOTA HEIGHTS, MN, 551201369
- Plan Type: DB
- Total Participants: 1,310
- Total Assets: $480.8M
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 | 1,310 | $480.8M | $19.2M | $0 |
| 2023 | 1,353 | $443.7M | $19.8M | $0 |
| 2022 | 1,396 | $408.0M | $18.0M | $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 |
|---|---|---|---|---|
| H.I.G CAPITAL LLC | Other Service Provider | $374,660 | — | $374,660 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $219,554 | — | $219,554 |
| MAIRS & POWER, INC. | Other Service Provider | $214,488 | — | $214,488 |
| THE SEGAL COMPANY | Other Service Provider | $209,049 | — | $209,049 |
| CHEVY CHASE TRUST | Other Service Provider | $150,717 | — | $150,717 |
| BAC SERVICE CORP | Other Service Provider | $120,558 | — | $120,558 |
| ULLICO INVESTMENT ADVISORS, INC. | Other Service Provider | $106,456 | — | $106,456 |
| MARQUETTE ASSOCIATES | Other Service Provider | $93,750 | — | $93,750 |
| UNION BANK AND TRUST | ERISA Attorney | $67,238 | — | $67,238 |
| FIDELITY INSTITUTIONAL ASSET MANAGE | Other Service Provider | $65,440 | — | $65,440 |
| SHUMAKER, LOOP AND KENDRICK | Other Service Provider | $46,850 | — | $46,850 |
| CLIFTONLARSONALLEN LLP | Auditor | $40,756 | — | $40,756 |
| WHITESTAR | Other Service Provider | $5,085 | — | $5,085 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UNION BANK AND TRUST — ERISA Attorney
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,714,601
- Estimated Expense Ratio: 0.357% 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 | $1,948,052 | $1,011,911 | $312,904 | $40,756 | — |
| 2023 | $1,857,747 | $1,205,320 | $267,464 | $39,013 | — |
| 2022 | $1,700,580 | $1,096,712 | $237,138 | — | $160,560 |