Plan Snapshot
- Plan Sponsor: Trustees Of Painters And Allied Trades Dc82 Defined Contribution Pensi
- Sponsor EIN: 812748532
- Sponsor Address: 3001 METRO DRIVE, SUITE 500, BLOOMINGTON, MN, 554251617
- Plan Type: DC
- Plan Number: 001
- Total Participants: 3,034
- Total Assets: $272.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,034 | $272.1M | $18.9M | $0 |
| 2023 | 3,008 | $252.3M | $18.7M | $0 |
| 2022 | 2,911 | $224.3M | $17.2M | $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 |
|---|---|---|---|---|
| MILLIMAN, INC. | Recordkeeper | $284,533 | — | $284,533 |
| FIDUCIENT ADVISORS | Other Service Provider | $127,569 | — | $127,569 |
| DEARBORN PARTNERS LLC | Other Service Provider | $72,009 | — | $72,009 |
| WILSON-MCSHANE CORPORATION | Other Service Provider | $47,713 | — | $47,713 |
| SHUMAKER, LOOP & KENDRICK, LLP | Other Service Provider | $37,309 | — | $37,309 |
| LEGACY PROFESSIONALS LLP | Auditor | $17,750 | — | $17,750 |
| MATRIX TRUST COMPANY | Recordkeeper | $8,884 | — | $8,884 |
| FR SECURE LLC | Other Service Provider | $7,880 | — | $7,880 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
- LEGACY PROFESSIONALS LLP — Auditor
- MATRIX TRUST COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $603,647
- Estimated Expense Ratio: 0.222% 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 | $647,975 | $199,578 | $44,900 | $17,750 | — |
| 2023 | $614,990 | $197,301 | $43,700 | $17,000 | — |
| 2022 | $593,047 | $223,617 | $277,674 | — | $57,814 |