Plan Snapshot
- Plan Sponsor: Bot Operative Plasterers And Cement Masons Local 394 Dc
- Sponsor EIN: 516031325
- Sponsor Address: 2550 W UNION HILLS DR STE 290, PHOENIX, AZ, 850275198
- Plan Type: DC
- Total Participants: 641
- Total Assets: $15.5M
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 | 641 | $15.5M | $326,670 | $0 |
| 2023 | 555 | $14.6M | $584,107 | $0 |
| 2022 | 543 | $13.2M | $377,088 | $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 |
|---|---|---|---|---|
| SEGAL SELECT INSURANCE | Other Service Provider | $40,936 | — | $40,936 |
| SOUTHWEST SERVICE ADMIN, INC. | Other Service Provider | $31,579 | — | $31,579 |
| BMO HARRIS | Other Service Provider | $17,951 | — | $17,951 |
| THE SEGAL COMPANY | Other Service Provider | $13,000 | — | $13,000 |
| ULRICH CONSULTING GROUP | Other Service Provider | $13,000 | — | $13,000 |
| BALDWIN MOFFITT BEHM LLP | Other Service Provider | $11,142 | — | $11,142 |
| SPENCER FANE LLP | ERISA Attorney | $5,295 | — | $5,295 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SPENCER FANE LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $132,903
- Estimated Expense Ratio: 0.860% 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 | $135,119 | $13,000 | $31,200 | $11,142 | — |
| 2023 | $137,899 | $13,000 | $31,200 | $11,076 | — |
| 2022 | $141,097 | $28,429 | $31,200 | — | $41,942 |