Plan Snapshot
- Plan Sponsor: Bot International Union Of Bricklayers Mass Appr & Train Fund
- Sponsor EIN: 222518280
- Sponsor Address: 550 MEDFORD STREET, CHARLESTOWN, MA, 02129
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,194
- Total Assets: $10.7M
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 | 2,194 | $10.7M | $1.3M | $0 |
| 2023 | 2,207 | $9.5M | $1.4M | $0 |
| 2022 | 2,267 | $8.5M | $1.4M | $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 |
|---|---|---|---|---|
| ANTHONY ANTONUCCIO | Other Service Provider | $168,600 | — | $168,600 |
| CATHERINE BROWN | Other Service Provider | $72,320 | — | $72,320 |
| MANZI & ASSOCIATES, LLC | Auditor | $14,950 | — | $14,950 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $255,870
- Estimated Expense Ratio: 2.402% 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 | $806,835 | — | — | $14,950 | — |
| 2023 | $780,689 | — | — | $15,450 | — |
| 2022 | $808,713 | — | — | — | $15,668 |