# Bricklayers Local 8 & Plasterers Local 233 Pension Fund Trustees DB Plan
Source: https://planprovider.pro/companies/bricklayers-local-8-plasterers-local-233-pension-fund-trustees-plan

> Bricklayers Local 8 & Plasterers Local 233 Pension Fund Trustees's DB plan: 55 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/buckno-lisicky-and-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|

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