Plan Snapshot
- Plan Sponsor: Bricklayers Pension Fund Of West Virginia
- Sponsor EIN: 556029961
- Sponsor Address: 5 HOT METAL STREET, STE 200, PITTSBURGH, PA, 152032352
- Plan Type: DB
- Plan Number: 001
- Total Participants: 42
- Total Assets: $2.7M
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 | 42 | $2.7M | $292,012 | $0 |
| 2023 | 41 | $2.9M | $294,953 | $0 |
| 2022 | 40 | $2.9M | $258,347 | $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 |
|---|---|---|---|---|
| USI CONSULTING GROUP | Other Service Provider | $38,650 | — | $38,650 |
| XPYRIA INVESTMENT ADVISORS | Other Service Provider | $26,645 | — | $26,645 |
| CENTRAL DATA SERVICES | Other Service Provider | $23,000 | — | $23,000 |
| MEYER UNKOVIC | Other Service Provider | $20,202 | — | $20,202 |
| KOZICKI HUGHES TICKERHOOF | Auditor | $9,000 | — | $9,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KOZICKI HUGHES TICKERHOOF — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,497
- Estimated Expense Ratio: 4.409% 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 | $133,382 | $23,688 | $23,000 | $9,000 | — |
| 2023 | $116,718 | $23,432 | $23,000 | $10,000 | — |
| 2022 | $132,406 | $23,254 | $23,000 | — | $65,707 |