Plan Snapshot
- Plan Sponsor: Bot Operative Plasterers And Cement Masons Loc 394 Pension Trust Fund
- Sponsor EIN: 516031325
- Sponsor Address: 2550 W UNION HILLS DR STE 290, PHOENIX, AZ, 850275198
- Plan Type: DB
- Total Participants: 0
- Total Assets: $1.4M
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 | 0 | $1.4M | $0 | $0 |
| 2023 | 0 | $2.0M | $0 | $0 |
| 2022 | 0 | $2.6M | $0 | $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 |
|---|---|---|---|---|
| THE SEGAL COMPANY | Other Service Provider | $43,971 | — | $43,971 |
| SOUTHWEST SERVICE ADMIN, INC | Other Service Provider | $39,327 | — | $39,327 |
| BMO HARRIS | Other Service Provider | $15,925 | — | $15,925 |
| ULRICH CONSULTING GROUP | Other Service Provider | $12,000 | — | $12,000 |
| BALDWIN MOFFITT BEHM LLP | Other Service Provider | $10,541 | — | $10,541 |
| SPENCER FANE LLP | ERISA Attorney | $6,390 | — | $6,390 |
| SEGAL SELECT INSURANCE | Other Service Provider | $5,895 | — | $5,895 |
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: $134,049
- Estimated Expense Ratio: 9.350% 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 | $155,984 | $12,000 | $38,400 | $10,541 | — |
| 2023 | $188,299 | $12,000 | $38,400 | $10,538 | — |
| 2022 | $279,512 | $12,000 | $38,400 | — | $186,863 |