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
- 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. |
|---|---|---|---|---|
| 2025 | 291 | $63.8M | $0 | $0 |
| 2024 | 297 | $57.5M | $0 | $0 |
| 2023 | 287 | $51.9M | $0 | $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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | $18,290 | — | $18,290 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,290
- Estimated Expense Ratio: 0.029% 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 |
|---|---|---|---|---|---|
| 2025 | $372,679 | $145,092 | $76,929 | $18,290 | — |
| 2024 | $341,061 | $120,695 | $74,058 | $17,250 | — |
| 2023 | $319,695 | $107,389 | $75,688 | — | $76,803 |