# Trustees Of Minnesota &amp; North Dakota Bricklayers &amp; Allied Craftworkers DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-minnesota-north-dakota-bricklayers-allied-plan

> Trustees Of Minnesota &amp; North Dakota Bricklayers &amp; Allied Craftworkers&#39;s DB plan: 1,310 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## 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|NONE|$374,660|—|$374,660|

| ZENITH AMERICAN SOLUTIONS|NONE|$219,554|—|$219,554|

| MAIRS & POWER, INC.|NONE|$214,488|—|$214,488|

| THE SEGAL COMPANY|NONE|$209,049|—|$209,049|

| CHEVY CHASE TRUST|NONE|$150,717|—|$150,717|

| BAC SERVICE CORP|NONE|$120,558|—|$120,558|

| ULLICO INVESTMENT ADVISORS, INC.|NONE|$106,456|—|$106,456|

| MARQUETTE ASSOCIATES|NONE|$93,750|—|$93,750|

| UNION BANK AND TRUST|NONE|$67,238|—|$67,238|

| FIDELITY INSTITUTIONAL ASSET MANAGE|NONE|$65,440|—|$65,440|

| SHUMAKER, LOOP AND KENDRICK|NONE|$46,850|—|$46,850|

| CLIFTONLARSONALLEN LLP|NONE|$40,756|—|$40,756|

| LEGACY PROFESSIONALS LLP|Auditor|$40,756|—|$40,756|

| WHITESTAR|NONE|$5,085|—|$5,085|

### Verified Provider Profiles

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

- [H.I.G CAPITAL LLC](https://planprovider.pro/provider/basic-capital) — NONE

- [UNION BANK AND TRUST](https://planprovider.pro/provider/the-wagner-law-group) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — NONE

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,755,357

- **Estimated Expense Ratio:** 0.365% 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-minnesota-north-dakota-bricklayers-allied-plan)

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