Plan Snapshot
- Plan Sponsor: Trustees Mn Cement Masons Plasterers Shophands Local 633 Vacation Savi
- Sponsor EIN: 411788959
- Sponsor Address: 2520 PILOT KNOB ROAD, SUITE 325, MENDOTA HEIGHTS, MN, 55120
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 792
- Total Assets: $337,118
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 | 792 | $337,118 | $4.7M | $0 |
| 2023 | 854 | $852,256 | $4.9M | $0 |
| 2022 | 846 | $3.4M | $4.4M | $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 |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $21,490 | — | $21,490 |
| REINHART BOERNER VAN DEUREN | Other Service Provider | $6,266 | — | $6,266 |
| LEGACY PROFESSIONALS LLP | Auditor | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,756
- Estimated Expense Ratio: 10.013% 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 | $38,578 | — | $19,802 | $6,000 | — |
| 2023 | $58,800 | — | $38,060 | $6,000 | — |
| 2022 | $46,429 | — | $33,553 | — | $11,921 |