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
- 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. |
|---|---|---|---|---|
| 2025 | 34 | $9.6M | $0 | $0 |
| 2024 | 38 | $9.9M | $0 | $0 |
| 2023 | 42 | $9.6M | $0 | $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 |
|---|---|---|---|---|
| NOVAK FRANCELLA, LLC | Auditor | $16,452 | — | $16,452 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,452
- Estimated Expense Ratio: 0.171% 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 |
|---|---|---|---|---|---|
| 2025 | $200,201 | $68,190 | — | $16,452 | — |
| 2024 | $207,337 | $71,208 | $30,000 | $15,750 | — |
| 2023 | $215,073 | $70,083 | $30,000 | — | $84,993 |