Plan Snapshot
- Plan Sponsor: Bricklayers Local No. 8 Pension Fund Board Of Trustees
- Sponsor EIN: 346583348
- Sponsor Address: 3660 STUTZ DRIVE SUITE 101, CANFIELD, OH, 44401
- Plan Type: DB
- Plan Number: 001
- Total Participants: 104
- Total Assets: $46.1M
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 | 104 | $46.1M | $959,174 | $0 |
| 2023 | 98 | $44.4M | $863,177 | $0 |
| 2022 | 114 | $42.0M | $998,564 | $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 |
|---|---|---|---|---|
| MARINER WEALTH ADVISORS | Other Service Provider | $75,833 | — | $75,833 |
| BENESYS | Other Service Provider | $54,384 | — | $54,384 |
| AMERICAN REALTY ADVISORS | Other Service Provider | $49,330 | — | $49,330 |
| CUNI, RUST & STRENK ACTUARIAL | Other Service Provider | $28,500 | — | $28,500 |
| PNC INSTITUTIONAL INVESTMENTS | Other Service Provider | $20,695 | — | $20,695 |
| HYLANT GROUP, INC. | Other Service Provider | $16,836 | — | $16,836 |
| FAULKNER, HOFFMAN & PHILLIPS, LLC | Other Service Provider | $12,390 | — | $12,390 |
| DGPERRY | Auditor | $12,070 | — | $12,070 |
| MAH,TR&SH VALLEY CENTRAL ADMIN AGCY | Other Service Provider | $10,401 | — | $10,401 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DGPERRY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $280,439
- Estimated Expense Ratio: 0.608% 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 | $300,548 | $145,858 | $54,384 | $12,070 | — |
| 2023 | $307,226 | $148,477 | $52,800 | $24,038 | — |
| 2022 | $279,273 | $143,568 | $49,800 | — | $46,228 |