Plan Snapshot
- Plan Sponsor: Boilermakers Lodge 154 Retirement Plan
- Sponsor EIN: 251340130
- Sponsor Address: 3001 METRO DR, STE 500, BLOOMINGTON, MN, 554251617
- Plan Type: DC
- Total Participants: 6,766
- Total Assets: $156.7M
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 | 6,766 | $156.7M | $4.8M | $0 |
| 2023 | 6,951 | $157.4M | $4.8M | $0 |
| 2022 | 7,060 | $147.0M | $8.2M | $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 |
|---|---|---|---|---|
| JOHN HANCOCK | Recordkeeper | $335,322 | — | $335,322 |
| WILSON-MCSHANE CORPORATION | Other Service Provider | $199,700 | — | $199,700 |
| WILLIAM BLAIR | Other Service Provider | $173,706 | — | $173,706 |
| CAPTRUST ADVISORS | Other Service Provider | $135,000 | — | $135,000 |
| BOYD WATTERSON | Other Service Provider | $86,538 | — | $86,538 |
| SEIZERT CAPITAL PARTNERS | Other Service Provider | $84,921 | — | $84,921 |
| FOUNDRY PARTNERS | Other Service Provider | $74,847 | — | $74,847 |
| MANNING & NAPIER | Other Service Provider | $44,185 | — | $44,185 |
| PACKER THOMAS | Auditor | $43,270 | — | $43,270 |
| MEYER UNKOVIC & SCOTT | ERISA Attorney | $42,164 | — | $42,164 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | $41,721 | — | $41,721 |
| HUB INTERNATIONAL | Other Service Provider | $16,000 | — | $16,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — Recordkeeper
- PACKER THOMAS — Auditor
- MEYER UNKOVIC & SCOTT — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,277,374
- Estimated Expense Ratio: 0.815% 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 | $1,231,509 | $816,383 | $199,700 | $43,270 | — |
| 2023 | $798,993 | $914,865 | $162,600 | $38,267 | — |
| 2022 | $1,319,506 | $461,505 | $189,500 | — | $90,822 |