# Board Of Trustees Operative Plasterers And Cement Masons Local 204 Pen DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-operative-plasterers-and-cement-masons-local-204-pen-396185236-001

> Board Of Trustees Operative Plasterers And Cement Masons Local 204 Pen's DB plan: 291 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Operative Plasterers And Cement Masons Local 204 Pen

- **Sponsor EIN:** 396185236

- **Sponsor Address:** 2901 WEST BELTLINE SUITE 100, MADISON, WI, 537134231

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 291

- **Total Assets:** $63.8M

## 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|291|$63.8M|$4.5M|$0|

| 2023|297|$57.5M|$4.3M|$0|

| 2022|287|$51.9M|$3.9M|$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|

| US BANK N.A.|Recordkeeper|$156,152|—|$156,152|

| BPA OF WI A BENESYS COMPANY|Other Service Provider|$81,912|—|$81,912|

| UNITED ACTUARIAL SERVICES|Other Service Provider|$28,050|—|$28,050|

| SIKICH LLP|Other Service Provider|$18,290|—|$18,290|

| LEE JOST & ASSOCIATES|Other Service Provider|$17,121|—|$17,121|

### Verified Provider Profiles

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

- [US BANK N.A.](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $301,525

- **Estimated Expense Ratio:** 0.473% 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|$372,679|$145,092|$76,929|$18,290|—|

| 2023|$341,061|$120,695|$74,058|$17,250|—|

| 2022|$319,695|$107,389|$75,688|—|$76,803|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-operative-plasterers-and-cement-masons-local-204-pen-396185236-001)

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