Plan Snapshot
- Plan Sponsor: Bricklayers Local Union No 1 Of Delaware
- Sponsor EIN: 516019120
- Sponsor Address: 2704 BLACK LAKE PLACE, PHILADELPHIA, PA, 191540000
- Plan Type: DB
- Plan Number: 001
- Total Participants: 427
- Total Assets: $44.3M
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 | 427 | $44.3M | $1.6M | $0 |
| 2023 | 340 | $41.5M | $1.5M | $0 |
| 2022 | 347 | $33.7M | $1.6M | $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 |
|---|---|---|---|---|
| STACEY BRAUN ASSOCIATES | Other Service Provider | $119,515 | — | $119,515 |
| BRICKLAYERS BENEFIT PLANS | Other Service Provider | $86,667 | — | $86,667 |
| SEGAL COMPANY | Other Service Provider | $57,014 | — | $57,014 |
| ZENITH AMERICAN SOLUTIONS, INC. | Other Service Provider | $38,995 | — | $38,995 |
| PNC BANK | Other Service Provider | $33,768 | — | $33,768 |
| HOLROYD GELMAN, P.C. | Other Service Provider | $22,000 | — | $22,000 |
| BELFINT, LYONS & SHUMAN, P.A. | Auditor | $21,450 | — | $21,450 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BELFINT, LYONS & SHUMAN, P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $379,409
- Estimated Expense Ratio: 0.856% 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 | $439,995 | $153,283 | $125,662 | $22,928 | — |
| 2023 | $376,348 | $118,001 | $93,588 | $22,582 | — |
| 2022 | $362,390 | $115,754 | $92,309 | — | $98,137 |