# Building Trades United Pension Trust Fund DB Plan
Source: https://planprovider.pro/companies/building-trades-united-pension-trust-fund-plan

> Building Trades United Pension Trust Fund's DB plan: 9,922 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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](https://planprovider.pro/provider/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|

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