Plan Snapshot
- Plan Sponsor: Building And Public Works Laborers Vacation Trust Fund
- Sponsor EIN: 237027174
- Sponsor Address: 4633 LIUNA WAY NO 201, DEFOREST, WI, 53532
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,802
- Total Assets: $1.4M
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 | 2,802 | $1.4M | $3.6M | $0 |
| 2023 | 2,767 | $1.4M | $3.5M | $0 |
| 2022 | 2,617 | $1.9M | $3.4M | $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 |
|---|---|---|---|---|
| BENEFIT PLAN ADMINISTRATORS OF WI | Other Service Provider | $64,480 | — | $64,480 |
| CALIBRE CPA GROUP, PLLC | Auditor | $10,500 | — | $10,500 |
| ASSOCIATED BANK | Other Service Provider | $5,714 | — | $5,714 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,694
- Estimated Expense Ratio: 5.781% 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 | $91,116 | — | $64,480 | $10,500 | — |
| 2023 | $98,119 | — | $69,853 | $12,550 | — |
| 2022 | $87,589 | — | $64,480 | — | $14,171 |