Plan Snapshot
- Plan Sponsor: Trustees Of Minnesota & North Dakota Bricklayers & Allied Craftworkers
- Sponsor EIN: 237068471
- Sponsor Address: 2520 PILOT KNOB ROAD, SUITE 325, MENDOTA HEIGHTS, MN, 55120
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,478
- Total Assets: $4.4M
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 | 1,478 | $4.4M | $4.3M | $0 |
| 2023 | 1,574 | $4.4M | $4.5M | $0 |
| 2022 | 1,680 | $4.6M | $5.1M | $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 | $47,511 | — | $47,511 |
| BAC SERVICE CORPORATION | Other Service Provider | $23,152 | — | $23,152 |
| CLIFTON LARSON ALLEN LLP | Auditor | $14,180 | — | $14,180 |
| SEVEN CORNERS PRINTING | Other Service Provider | $10,178 | — | $10,178 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,021
- Estimated Expense Ratio: 2.151% 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 | $102,645 | — | $69,400 | $14,180 | — |
| 2023 | $110,951 | $987 | $84,011 | $13,560 | — |
| 2022 | $85,888 | $849 | $67,130 | — | $15,108 |