# Trustees Mn Cement Masons Plasterers Shophands Local 633 Vacation Savi Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-mn-cement-masons-plasterers-shophands-local-633-vacation-savi-411788959-502

> Trustees Mn Cement Masons Plasterers Shophands Local 633 Vacation Savi's Health & Welfare plan: 792 participants, plan year 2024 financials, providers, and b…

Form 5500 filing data for plan year 2024.

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

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-mn-cement-masons-plasterers-shophands-local-633-vacation-savi-411788959-502)

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