Plan Snapshot
- Plan Sponsor: Bricklayers Local 8 & Plasterers Local 233 Pension Fund Trustees
- Sponsor EIN: 236477536
- Sponsor Address: 20 BRACE ROAD, SUITE 114, CHERRY HILL, NJ, 08034
- Plan Type: DB
- Total Participants: 55
- Total Assets: $18.0M
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 | 55 | $18.0M | $845,632 | $0 |
| 2023 | 52 | $17.7M | $938,234 | $0 |
| 2022 | 47 | $16.1M | $965,750 | $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 |
|---|---|---|---|---|
| EAGLE RIDGE INVESTMENT MANAGEMENT | PLAN INVESTMENT ADVISOR | $89,473 | — | $89,473 |
| BENEFIT PROCESSING, INC. | CONTRACT ADMINISTRATOR | $43,454 | — | $43,454 |
| BUCKNO LISICKY & COMPANY | PLAN AUDITOR | $29,500 | — | $29,500 |
| RAE GROUP LLC | PLAN ACTUARY | $28,976 | — | $28,976 |
| MARKOWITZ & RICHMAN | PLAN ATTORNEY | $12,883 | — | $12,883 |
| E&M INSURANCE | PLAN FIDUCUARY INSRUANCE | $9,589 | — | $9,589 |
| PENSION BENEFIT GUARANTY CORP. | PBGC SERVICES | $7,955 | — | $7,955 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BUCKNO LISICKY & COMPANY — PLAN AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $221,830
- Estimated Expense Ratio: 1.230% 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 | $222,249 | $89,473 | $33,258 | $29,500 | — |
| 2023 | $197,748 | $81,948 | $34,351 | $26,000 | — |
| 2022 | $186,025 | $87,360 | $30,998 | — | $44,670 |