# Trustees Of Painters Local Union 802 DC Plan
Source: https://planprovider.pro/companies/trustees-of-painters-local-union-802-516035231-002

> Trustees Of Painters Local Union 802's DC plan: 489 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Painters Local Union 802

- **Sponsor EIN:** 516035231

- **Sponsor Address:** 2919 COMMERCE PARK DRIVE, FITCHBURG, WI, 53719

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 489

- **Total Assets:** $81.2M

## 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|489|$81.2M|$4.2M|$0|

| 2023|487|$75.0M|$4.2M|$0|

| 2022|501|$68.7M|$3.9M|$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|

| PRINCIPAL LIFE INSURANCE COMPANY|Other Service Provider|$216,850|—|$216,850|

| UNITED ACTUARIAL SERVICES, INC.|Other Service Provider|$55,771|—|$55,771|

| BPA OF WI A BENESYS COMPANY|Other Service Provider|$48,493|—|$48,493|

| THE PREVIANT LAW FIRM, S.C.|Other Service Provider|$33,169|—|$33,169|

| PRINCIPAL GLOBAL INVESTORS, LLC|Investment Advisor|$32,015|—|$32,015|

| SIKICH LLP|Other Service Provider|$24,267|—|$24,267|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $410,565

- **Estimated Expense Ratio:** 0.506% 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|$482,670|$248,865|$48,493|$24,267|—|

| 2023|$459,886|$246,865|$44,718|$19,375|—|

| 2022|$416,000|$245,761|$40,757|—|$77,944|

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