# Trustees Of Painters And Allied Trades Dc82 Defined Contribution Pensi DC Plan
Source: https://planprovider.pro/companies/trustees-of-painters-and-allied-trades-dc82-defined-contribution-pensi-812748532-001

> Trustees Of Painters And Allied Trades Dc82 Defined Contribution Pensi's DC plan: 3,034 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/milliman) — Recordkeeper

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-painters-and-allied-trades-dc82-defined-contribution-pensi-812748532-001)

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