# Bricklayers & Allied Craftsmen Local 1 Of Md, Va & Dc Balt Chapter Pen DB Plan
Source: https://planprovider.pro/companies/bricklayers-allied-craftsmen-local-1-of-md-va-dc-balt-chapter-pen-520734390-001

> Bricklayers & Allied Craftsmen Local 1 Of Md, Va & Dc Balt Chapter Pen's DB plan: 138 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/novak-francella-llc) — Auditor

- [US BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bricklayers-allied-craftsmen-local-1-of-md-va-dc-balt-chapter-pen-520734390-001)

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