Plan Snapshot
- Plan Sponsor: Bricklayers & Allied Craftworkers Local No. 5 Pension Plan
- Sponsor EIN: 800083075
- Sponsor Address: 14 PLOG ROAD SUITE 2, FAIRFIELD, NJ, 07002
- Plan Type: DB
- Total Participants: 314
- Total Assets: $83.7M
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 | 314 | $83.7M | $6.8M | $0 |
| 2023 | 323 | $80.5M | $7.0M | $0 |
| 2022 | 349 | $78.1M | $8.9M | $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 |
|---|---|---|---|---|
| INTERCONTINENTAL REAL ESTATE CORP. | Other Service Provider | $97,044 | — | $97,044 |
| RICHARD J. CUMMINGS CPA | Other Service Provider | $75,000 | — | $75,000 |
| VIRGINIA & AMBINDER, LLP | Other Service Provider | $53,622 | — | $53,622 |
| CHARTWELL INVESTMENT PARTNERS | Other Service Provider | $35,311 | — | $35,311 |
| CHICAGO BENEFIT CONSULTANTS INC. | Other Service Provider | $34,300 | — | $34,300 |
| SUSANIN WIDMAN & BRENNAN PC | Other Service Provider | $31,500 | — | $31,500 |
| SIERRA INVESTMENT PARTNERS INC. | Other Service Provider | $27,217 | — | $27,217 |
| SCHULTHEIS & PANATTIERI LLP | Auditor | $27,184 | — | $27,184 |
| ASB CAPITAL MANAGEMENT LLC | Other Service Provider | $21,628 | — | $21,628 |
| PRINCIPAL BANK | Other Service Provider | $18,331 | — | $18,331 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTHEIS & PANATTIERI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $421,137
- Estimated Expense Ratio: 0.503% 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 | $748,416 | $274,531 | — | $30,000 | — |
| 2023 | $726,878 | $269,517 | — | $30,000 | — |
| 2022 | $688,544 | $253,379 | — | — | $187,818 |