# Cumberland, Md & Vicinity Building & Construction Employees Trust Fun DB Plan
Source: https://planprovider.pro/companies/cumberland-md-vicinity-building-construction-employees-trust-fun-526061646-001

> Cumberland, Md & Vicinity Building & Construction Employees Trust Fun's DB plan: 217 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cumberland, Md & Vicinity Building & Construction Employees Trust Fun

- **Sponsor EIN:** 526061646

- **Sponsor Address:** 327 N. CENTRE STREET, CUMBERLAND, MD, 21502

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 217

- **Total Assets:** $64.3M

## 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|217|$64.3M|$3.6M|$0|

| 2023|217|$59.3M|$3.0M|$0|

| 2022|218|$54.3M|$3.1M|$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|

| BATOFF ASSOCIATES, P.A.|Other Service Provider|$115,268|—|$115,268|

| BOLTON PARTNERS, INC.|Other Service Provider|$62,914|—|$62,914|

| MARSHFIELD ASSOCIATES|Other Service Provider|$57,404|—|$57,404|

| STANDARD VALUATIONS|Other Service Provider|$40,100|—|$40,100|

| TURNBULL, HOOVER & KAHL, PA|Other Service Provider|$32,800|—|$32,800|

| C.S. MCKEE|Other Service Provider|$31,072|—|$31,072|

| ZACKS INVESTMENT MANAGEMENT|Other Service Provider|$30,365|—|$30,365|

| CHARTWELL INVESTMENT PARTNERS|Other Service Provider|$26,680|—|$26,680|

| ASB ALLEGIANCE REAL ESTATE FUND|Other Service Provider|$17,193|—|$17,193|

| SEGALL, BRYANT & HAMILL|Other Service Provider|$11,023|—|$11,023|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $424,819

- **Estimated Expense Ratio:** 0.660% 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|$720,453|$309,282|$12,252|$32,800|—|

| 2023|$693,901|$243,302|$16,865|$24,500|—|

| 2022|$618,288|$275,111|$69,803|—|$97,246|

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