# Bot-Boston Plasterers&Cement Mason Union Local 534 Pension Fund DB Plan
Source: https://planprovider.pro/companies/bot-boston-plasterers-cement-mason-union-local-534-pension-fund-046127786-001

> Bot-Boston Plasterers&Cement Mason Union Local 534 Pension Fund's DB plan: 212 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — 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|

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