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
- Plan Number: 001
- 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 |
|---|---|---|---|---|
| NATIONAL INVESTMENT SERVICES, INC. | Other Service Provider | $184,796 | — | $184,796 |
| WASHINGTON CAPITAL MANAGEMENT, INC. | Other Service Provider | $123,983 | — | $123,983 |
| STRATEGIC CAPITAL INV ADVISORS | Other Service Provider | $116,600 | — | $116,600 |
| LEGACY PROFESSIONALS LLP | Auditor | $67,850 | — | $67,850 |
| DOUG JOHNSTON | Other Service Provider | $60,206 | — | $60,206 |
| NICHOLAS MARINOPOULOS | Other Service Provider | $60,206 | — | $60,206 |
| CLARION PARTNERS, LLC | Other Service Provider | $59,969 | — | $59,969 |
| JANINA CRESPO | Other Service Provider | $59,855 | — | $59,855 |
| MELODY NEYLAND | Other Service Provider | $46,933 | — | $46,933 |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC | Other Service Provider | $29,797 | — | $29,797 |
| MELISSA FURTYO | Other Service Provider | $28,571 | — | $28,571 |
| DONNA REYES | Other Service Provider | $26,692 | — | $26,692 |
| MIRIAM PAGAN | Other Service Provider | $25,419 | — | $25,419 |
| ASHER, GITTLER,& D'ALBA, LTD. | Other Service Provider | $21,846 | — | $21,846 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | $12,995 | — | $12,995 |
| LASALLE CONSULTING PARTNERS, INC. | Other Service Provider | $9,144 | — | $9,144 |
| DOWD, BLOCH, BENNETT & CERVONE | Other Service Provider | $7,341 | — | $7,341 |
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: $942,203
- Estimated Expense Ratio: 0.327% 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 |