Plan Snapshot
- Plan Sponsor: Trustees Of Bricklayers And Stone Masons Il Dc No. 1 B.A.C. Annuity Fu
- Sponsor EIN: 363794397
- Sponsor Address: 660 NORTH INDUSTRIAL DRIVE, ELMHURST, IL, 60126
- Plan Type: DC
- Total Participants: 5,019
- Total Assets: $288.3M
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 | 5,019 | $288.3M | $13.4M | $0 |
| 2023 | 5,117 | $266.9M | $14.2M | $0 |
| 2022 | 5,176 | $244.3M | $13.8M | $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 |
|---|---|---|---|---|
| LEGACY PROFESSIONALS LLP | Auditor | $25,250 | — | $25,250 |
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: $25,250
- Estimated Expense Ratio: 0.009% 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 | $1,093,868 | $486,223 | — | $25,250 | — |
| 2023 | $1,067,145 | $441,954 | — | $24,000 | — |
| 2022 | $939,452 | $399,790 | — | — | $111,165 |