Plan Snapshot
- Plan Sponsor: Building Trades United Pension Trust Fund
- Sponsor EIN: 516049409
- Sponsor Address: 500 N. ELM GROVE ROAD, ELM GROVE, WI, 531220530
- Plan Type: DB
- Plan Number: 001
- Total Participants: 9,922
- Total Assets: $3.5B
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 | 9,922 | $3.5B | $220.3M | $0 |
| 2023 | 9,711 | $3.3B | $212.6M | $0 |
| 2022 | 9,500 | $3.0B | $184.6M | $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 |
|---|---|---|---|---|
| WILSON-MCSHANE CORPORATION | Other Service Provider | $2,307,564 | — | $2,307,564 |
| HARBOURVEST PARTNERS, LP | Other Service Provider | $2,123,363 | — | $2,123,363 |
| H.I.G. CAPITAL, LLC | Other Service Provider | $1,908,766 | — | $1,908,766 |
| JP MORGAN ASSET MANAGEMENT INC. | Recordkeeper | $1,082,031 | — | $1,082,031 |
| ULLICO INVESTMENT ADVISORS INC | Other Service Provider | $895,931 | — | $895,931 |
| BPEA PRIVATE EQUITY | Other Service Provider | $637,414 | — | $637,414 |
| ABERDEEN CAPITAL MANAGEMENT | Other Service Provider | $603,750 | — | $603,750 |
| BAIRD ADVISORS | Other Service Provider | $578,663 | — | $578,663 |
| CARLYLE INVESTMENT SERVICES | Other Service Provider | $463,324 | — | $463,324 |
| NATIONAL INVESTMENT SERVICES OF AME | Other Service Provider | $432,628 | — | $432,628 |
| PARAMETRIC PORTFOLIO ASSOCIATES, LL | Other Service Provider | $417,762 | — | $417,762 |
| NEWTOWER MEPT | Other Service Provider | $411,249 | — | $411,249 |
| STATE STREET GLOBAL ADVISORS TRUST | Other Service Provider | $316,874 | — | $316,874 |
| IFM INVESTORS PTY LTD | Other Service Provider | $298,057 | — | $298,057 |
| MARQUETTE ASSOCIATES | Other Service Provider | $205,000 | — | $205,000 |
| NEUBERGER BERMAN | Other Service Provider | $204,722 | — | $204,722 |
| THE PREVIANT LAW FIRM, S.C. | Other Service Provider | $193,652 | — | $193,652 |
| INVESCO ADVISERS, INC. | Other Service Provider | $185,102 | — | $185,102 |
| NORTHERN TRUST CORPORATION | Other Service Provider | $154,216 | — | $154,216 |
| AFL-CIO HOUSING INVESTMENT TRUST | Other Service Provider | $149,431 | — | $149,431 |
| WHITESTAR ADVISORS, LLC | Other Service Provider | $97,083 | — | $97,083 |
| REINHART BOERNER VAN DEUREN, S.C. | Other Service Provider | $85,792 | — | $85,792 |
| CLIFTONLARSONALLEN LLP | Auditor | $79,660 | — | $79,660 |
| US BANK NATIONAL ASSOCIATION | Recordkeeper | $52,873 | — | $52,873 |
| CHEIRON, INC. | Other Service Provider | $51,987 | — | $51,987 |
| THE MAREK GROUP INC | Other Service Provider | $47,791 | — | $47,791 |
| THE SEGAL COMPANY | Other Service Provider | $42,680 | — | $42,680 |
| HONSA-BINDER PRINTING INC | Other Service Provider | $9,727 | — | $9,727 |
| FOREST PRINTING COMPANY | Other Service Provider | $8,780 | — | $8,780 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN ASSET MANAGEMENT INC. — Recordkeeper
- CLIFTONLARSONALLEN LLP — Auditor
- US BANK NATIONAL ASSOCIATION — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,045,872
- Estimated Expense Ratio: 0.398% 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 | $15,758,402 | $11,218,289 | $2,114,000 | $79,660 | — |
| 2023 | $18,154,625 | $13,173,445 | $2,054,880 | $63,000 | — |
| 2022 | $17,629,775 | $13,155,707 | $2,000,400 | — | $838,428 |