# Trustees Of Bricklayers And Stonemasons Local Union 2 Pension Plan DB Plan
Source: https://planprovider.pro/companies/trustees-of-bricklayers-and-stonemasons-local-union-2-pension-plan-546124583-001

> Trustees Of Bricklayers And Stonemasons Local Union 2 Pension Plan's DB plan: 34 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Bricklayers And Stonemasons Local Union 2 Pension Plan

- **Sponsor EIN:** 546124583

- **Sponsor Address:** C/O LAWRENCE C. MUSGROVE ASSOCIATES, ROANOKE, VA, 240343487

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 34

- **Total Assets:** $9.6M

## 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|34|$9.6M|$263,522|$0|

| 2023|38|$9.9M|$369,033|$0|

| 2022|42|$9.6M|$378,349|$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|

| STACY BRAUN AASOCIATES INC|Other Service Provider|$68,190|—|$68,190|

| SAVASTA & COMPANY INC|Other Service Provider|$37,666|—|$37,666|

| LAWRENCE C. MUSGROVE ASSOCIATES|Other Service Provider|$30,000|—|$30,000|

| NOVAK FRANCELLA, LLC|Auditor|$16,452|—|$16,452|

| PRINCIPAL TRUST COMPANY|Recordkeeper|$8,085|—|$8,085|

| O'DONOGHUE & O'DONOGHUE|Other Service Provider|$5,098|—|$5,098|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

- [PRINCIPAL TRUST COMPANY](https://planprovider.pro/provider/principal-financial-group-inc) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $165,491

- **Estimated Expense Ratio:** 1.723% 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|$200,201|$68,190|—|$16,452|—|

| 2023|$207,337|$71,208|$30,000|$15,750|—|

| 2022|$215,073|$70,083|$30,000|—|$84,993|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-bricklayers-and-stonemasons-local-union-2-pension-plan-546124583-001)

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