Plan Snapshot
- Plan Sponsor: Bricklayers And Allied Craftworkers Local 1 Of PA/De Pension Plan
- Sponsor EIN: 236263285
- Sponsor Address: 2704 BLACK LAKE PL, PHILADELPHIA, PA, 191541008
- Plan Type: DB
- Plan Number: 001
- Total Participants: 462
- Total Assets: $79.5M
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 | 462 | $79.5M | $6.1M | $0 |
| 2023 | 405 | $71.5M | $4.9M | $0 |
| 2022 | 281 | $49.4M | $4.0M | $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 |
|---|---|---|---|---|
| BBP OF DVI | Other Service Provider | $54,197 | — | $54,197 |
| THE MCKEOGH CO | Other Service Provider | $48,254 | — | $48,254 |
| FORVIS MAZARS, LLP | Other Service Provider | $28,080 | — | $28,080 |
| THOMAS MCGOLDRICK ESQ | Other Service Provider | $25,728 | — | $25,728 |
| O'DONOGHUE AND O'DONOGHUE LLP | Other Service Provider | $14,363 | — | $14,363 |
| ANTHONY M PONTARELLI CPA LLC | Other Service Provider | $12,770 | — | $12,770 |
| CBIZ BENEFITS & INSURANCE SERVICES | Other Service Provider | $5,000 | — | $5,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $188,392
- Estimated Expense Ratio: 0.237% 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 | $279,569 | — | $54,197 | $40,850 | — |
| 2023 | $223,889 | — | $28,937 | $15,850 | — |
| 2022 | $210,102 | — | $74,400 | — | $92,217 |