Plan Snapshot
- Plan Sponsor: Bricklayers Pension Fund Trustees
- Sponsor EIN: 256121713
- Sponsor Address: 3660 STUTZ DRIVE, SUITE 101, CANFIELD, OH, 44406
- Plan Type: DB
- Total Participants: 253
- Total Assets: $54.6M
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 | 253 | $54.6M | $1.9M | $0 |
| 2023 | 349 | $53.4M | $1.9M | $0 |
| 2022 | 358 | $52.1M | $2.1M | $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 |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | CONTRACT ADMINISTRATOR | $68,201 | — | $68,201 |
| BENESYS | CONTRACT ADMINISTRATOR | $67,700 | — | $67,700 |
| CIM INVESTMENT MANAGEMENT INC. | NONE | $45,038 | — | $45,038 |
| MARINER INSTITUTIONAL LLC | NONE | $42,000 | — | $42,000 |
| ACRISURE MID-ATLANTIC PARTNERS LLC | NONE | $39,989 | — | $39,989 |
| TUCKER ARENSBERG P.C. | NONE | $34,333 | — | $34,333 |
| HAMILTON LANE | NONE | $26,979 | — | $26,979 |
| GRIDIRON PARTNERS, LLC | NONE | $24,178 | — | $24,178 |
| PNC ADVISORS | NONE | $16,172 | — | $16,172 |
| CYPHER & CYPHER | NONE | $13,095 | — | $13,095 |
| DICLAUDIO & KRAMER, LLC | Auditor | $13,095 | — | $13,095 |
| TWIN CAPITAL MANAGEMENT | NONE | $8,276 | — | $8,276 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DICLAUDIO & KRAMER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $399,056
- Estimated Expense Ratio: 0.731% 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 | $448,327 | $146,471 | $135,901 | $13,095 | — |
| 2023 | $478,064 | $170,872 | $113,508 | $12,784 | — |
| 2022 | $508,905 | $172,545 | $101,013 | — | $154,325 |