Plan Snapshot
- Plan Sponsor: Bricklayers & Allied Craftsmen Local 1 Of Md, Va & Dc Balt Chapter Pen
- Sponsor EIN: 520734390
- Sponsor Address: 8600 LASALLE ROAD, SUITE 624, TOWSON, MD, 212862001
- Plan Type: DB
- Plan Number: 001
- Total Participants: 138
- Total Assets: $46.7M
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 | 138 | $46.7M | $1.1M | $0 |
| 2023 | 143 | $48.2M | $1.1M | $0 |
| 2022 | 117 | $45.7M | $919,079 | $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 |
|---|---|---|---|---|
| BEACON ADMINISTRATORS | Other Service Provider | $140,646 | — | $140,646 |
| THE SEGAL COMPANY | Other Service Provider | $93,845 | — | $93,845 |
| BOYD WATTERSON ASSET MANAGEMENT | Other Service Provider | $67,969 | — | $67,969 |
| NOVAK FRANCELLA, LLC | Auditor | $43,648 | — | $43,648 |
| INVESTMENT PERFORMANCE SERVICES LLC | Other Service Provider | $42,500 | — | $42,500 |
| WEDGE CAPITAL MANAGEMENT | Other Service Provider | $36,969 | — | $36,969 |
| HARDMAN JOHNSTON GLOBAL ADVISORS LL | Other Service Provider | $35,606 | — | $35,606 |
| SIERRA INVESTMENTS PARTNERS, INC. | Other Service Provider | $34,443 | — | $34,443 |
| O'DONOGHUE & O'DONOGHUE, LLP | Other Service Provider | $22,066 | — | $22,066 |
| ASB CAPITAL MANAGEMENT LLC | Other Service Provider | $15,622 | — | $15,622 |
| DOYLE PRINTING & OFFSET CO. | Other Service Provider | $15,339 | — | $15,339 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $10,000 | — | $10,000 |
| BROWN ADVISORY LLC | Other Service Provider | $9,477 | — | $9,477 |
| CHEVY CHASE TRUST COMPANY | Other Service Provider | $5,348 | — | $5,348 |
| US BANK NATIONAL ASSOCIATION | Recordkeeper | $5,248 | — | $5,248 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
- US BANK NATIONAL ASSOCIATION — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $578,726
- Estimated Expense Ratio: 1.239% 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 | $707,255 | $282,316 | $140,646 | $26,700 | — |
| 2023 | $602,425 | $272,097 | $97,325 | $18,800 | — |
| 2022 | $521,531 | $271,006 | $78,277 | — | $115,133 |