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
- 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. |
|---|---|---|---|---|
| 2025 | 9,922 | $3.5B | $0 | $0 |
| 2024 | 9,711 | $3.3B | $0 | $0 |
| 2023 | 9,500 | $3.0B | $0 | $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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $79,660 | — | $79,660 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,660
- Estimated Expense Ratio: 0.002% 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 |
|---|---|---|---|---|---|
| 2025 | $15,758,402 | $11,218,289 | $2,114,000 | $79,660 | — |
| 2024 | $18,154,625 | $13,173,445 | $2,054,880 | $63,000 | — |
| 2023 | $17,629,775 | $13,155,707 | $2,000,400 | — | $838,428 |