Plan Snapshot
- Plan Sponsor: Bricklayers Local 1 Of PA/De Annuity Fund
- Sponsor EIN: 232469568
- Sponsor Address: 2704 BLACK LAKE PL, PHILADELPHIA, PA, 191541008
- Plan Type: DC
- Plan Number: 002
- Total Participants: 2,408
- Total Assets: $348.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,408 | $348.0M | $17.4M | $0 |
| 2023 | 2,379 | $326.2M | $16.7M | $0 |
| 2022 | 2,414 | $305.3M | $16.1M | $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 |
|---|---|---|---|---|
| VANGUARD INVESTMENTS | Recordkeeper | $1,773,781 | — | $1,773,781 |
| BBP OF DVI | Other Service Provider | $249,395 | — | $249,395 |
| ANTHONY M PONTARELLIA CPA LLC | Other Service Provider | $40,000 | — | $40,000 |
| THOMAS J MCGOLDRICK ESQ | Other Service Provider | $24,000 | — | $24,000 |
| O'DONOGHUE AND O'DONOGHUE LLP | Other Service Provider | $5,883 | — | $5,883 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD INVESTMENTS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,093,059
- Estimated Expense Ratio: 0.601% 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 | $2,114,349 | $1,773,781 | $249,395 | $40,000 | — |
| 2023 | $972,216 | $752,036 | $131,922 | $40,000 | — |
| 2022 | $1,598,080 | $1,276,354 | $229,836 | — | $72,177 |