Plan Snapshot
- Plan Sponsor: Operative Plasterers & Cement Masons Off & Emp Pension Fund Trste
- Sponsor EIN: 526135348
- Sponsor Address: 911 RIDGEBROOK ROAD, SPARKS, MD, 211529451
- Plan Type: DB
- Total Participants: 325
- Total Assets: $108.9M
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 | 325 | $108.9M | $8.6M | $0 |
| 2023 | 338 | $98.7M | $8.2M | $0 |
| 2022 | 352 | $91.5M | $7.8M | $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 |
|---|---|---|---|---|
| DAWN WELCH | Other Service Provider | $182,899 | — | $182,899 |
| HARDMAN JOHNSTON GLOBAL ADVISORS | Other Service Provider | $113,661 | — | $113,661 |
| OLD GLORY ASSET MANAGEMENT | Other Service Provider | $90,704 | — | $90,704 |
| INVESTMENT PERFORMANCE SERVICES | Other Service Provider | $85,000 | — | $85,000 |
| CORBIN CAPITAL PARTNERS, L.P. | Other Service Provider | $79,981 | — | $79,981 |
| HAMILTON LANE ADVISORS LLC | Other Service Provider | — | $78,600 | $78,600 |
| DANA GELLER | Other Service Provider | $68,289 | — | $68,289 |
| THE MCKEOGH COMPANY | Other Service Provider | $62,000 | — | $62,000 |
| INTERCONTINENTAL REAL ESTATE CORP | Other Service Provider | $60,845 | — | $60,845 |
| JAG CAPITAL MANAGEMENT | Other Service Provider | — | $59,091 | $59,091 |
| BOYD WATTERSON ASSET MANAGEMENT, LL | Other Service Provider | $54,407 | — | $54,407 |
| LSV ASSET MANAGEMENT | Other Service Provider | $50,382 | — | $50,382 |
| NEW TOWER TRUST COMPANY | Other Service Provider | — | $44,413 | $44,413 |
| ENTRUSTPERMAL PARTNERS OFFSHORE LP | Other Service Provider | $44,159 | — | $44,159 |
| NOVAK FRANCELLA LLC | Auditor | $43,240 | — | $43,240 |
| DCM ADVISORS LLC | Other Service Provider | — | $35,496 | $35,496 |
| PNC BANK, NA | Other Service Provider | $24,627 | — | $24,627 |
| O'DONOGHUE & O'DONOGHUE | Other Service Provider | $20,088 | — | $20,088 |
| ARISTOTLE CAPITAL MANAGEMENT, LLC | Other Service Provider | $16,324 | — | $16,324 |
| THE UNION LABOR LIFE INSURANCE COMP | Recordkeeper | $9,405 | — | $9,405 |
| ASSOCIATED ADMINISTRATORS LLC | Other Service Provider | $8,812 | — | $8,812 |
| MOUNT VERNON ASSOCIATES | Other Service Provider | — | $5,333 | $5,333 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA LLC — Auditor
- THE UNION LABOR LIFE INSURANCE COMP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,237,756
- Estimated Expense Ratio: 1.136% 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 | $1,325,274 | $808,597 | $8,812 | $41,600 | — |
| 2023 | $1,051,837 | $730,866 | $104,202 | $40,000 | — |
| 2022 | $1,030,194 | $735,256 | $101,166 | — | $129,011 |