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 |
|---|---|---|---|---|
| PACKER THOMAS | Auditor | $43,270 | — | $43,270 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PACKER THOMAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,270
- Estimated Expense Ratio: 0.028% 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 |