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
- 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. |
|---|---|---|---|---|
| 2025 | 138 | $46.7M | $0 | $0 |
| 2024 | 143 | $48.2M | $0 | $0 |
| 2023 | 117 | $45.7M | $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 |
|---|---|---|---|---|
| NOVAK FRANCELLA, LLC | Auditor | $26,700 | — | $26,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,700
- Estimated Expense Ratio: 0.057% 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 |
|---|---|---|---|---|---|
| 2025 | $707,255 | $282,316 | $140,646 | $26,700 | — |
| 2024 | $602,425 | $272,097 | $97,325 | $18,800 | — |
| 2023 | $521,531 | $271,006 | $78,277 | — | $115,133 |