Plan Snapshot
- Plan Sponsor: Bot-Boston Plasterers&Cement Mason Union Local 534 Pension Fund
- Sponsor EIN: 046127786
- Sponsor Address: 7 FREDERIKA STREET, BOSTON, MA, 02124
- Plan Type: DB
- Plan Number: 001
- Total Participants: 212
- Total Assets: $55.3M
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 | 212 | $55.3M | $5.5M | $0 |
| 2023 | 232 | $50.7M | $5.8M | $0 |
| 2022 | 245 | $43.6M | $6.4M | $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 |
|---|---|---|---|---|
| GAIL MILLS | Recordkeeper | $41,031 | — | $41,031 |
| CBIZ SAVITZ | Other Service Provider | $28,150 | — | $28,150 |
| CAMPBELL DEVASTO & ASSOC LLP CPAS | Other Service Provider | $25,402 | — | $25,402 |
| NEW ENGLAND PENSION CONSULTANTS | Other Service Provider | $25,000 | — | $25,000 |
| AIMEE LINCOLN | Other Service Provider | $24,482 | — | $24,482 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $20,317 | — | $20,317 |
| KRAKOW & SOURIS LLC | Other Service Provider | $19,705 | — | $19,705 |
| LAUREN BLUNDELL | Other Service Provider | $19,369 | — | $19,369 |
| ANCHOR CAPITAL ADVISORS, INC. | Other Service Provider | $17,780 | — | $17,780 |
| VICTORIA GRIGNON | Other Service Provider | $10,025 | — | $10,025 |
| JP MORGAN CHASE BANK NA | Recordkeeper | $7,847 | — | $7,847 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN CHASE BANK NA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $239,108
- Estimated Expense Ratio: 0.432% 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 | $431,400 | $51,897 | — | $17,795 | — |
| 2023 | $429,906 | $52,007 | — | — | — |
| 2022 | $398,427 | $54,645 | — | — | $70,004 |