Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees Bricklayer Union No. 1 Of Ky. Pension Trust
- Sponsor EIN: 616043094
- Sponsor Address: 6525 CENTURION DR., LANSING, MI, 48917
- Plan Type: DB
- Total Participants: 389
- Total Assets: $23.9M
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 | 389 | $23.9M | $1.4M | $0 |
| 2023 | 381 | $21.4M | $1.4M | $0 |
| 2022 | 351 | $20.3M | $1.4M | $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 |
|---|---|---|---|---|
| UNITED ACTUARIAL SERVICES INC. | NONE | $31,710 | — | $31,710 |
| TIC INTERNATIONAL CORP | NONE | $29,805 | — | $29,805 |
| LEDBETTER PARTNERS LLC | NONE | $27,301 | — | $27,301 |
| BOSTON PARTNERS | NONE | $23,059 | — | $23,059 |
| VICTORY CAPITAL | NONE | $22,531 | — | $22,531 |
| INTERCONTINENTAL US REAL ESTATE FD | NONE | $21,607 | — | $21,607 |
| INVESTMENT PERFORMANCE SERV LLC | NONE | $19,505 | — | $19,505 |
| BNY MELLON | NONE | $12,842 | — | $12,842 |
| FRANK N HESTAND CPA PSC | NONE | $8,500 | — | $8,500 |
| PNC BANK | NONE | $5,156 | — | $5,156 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRANK N HESTAND CPA PSC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $202,016
- Estimated Expense Ratio: 0.844% 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 | $307,152 | $108,803 | $29,805 | $8,500 | — |
| 2023 | $329,867 | $102,340 | $23,679 | $13,240 | — |
| 2022 | $308,042 | $98,032 | $23,679 | — | $109,077 |