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Original filing (PDF)20250825121508NAL0003903891003
BOARD OF TRUSTEES BPCM LOCAL 534 DEFERRED INCOME FUND
Form 5500
FILING_RECEIVED
BOSTON PLASTERERS & CEMENT MASONS LOCAL 534 DEFERRED INCOME PLAN
Defined-contribution retirement plan
Signals · 3
50% in single holdingNo recordkeeper disclosed10 service providers
Active participants
267
Accounts w/ balance
446
Plan assets (EOY)
$45.7M
Net assets (EOY)
$45.4M
How this plan invests
This plan
3 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: ARTISAN INTERNATIONAL GROWTH TRUST (no filing on disk)]" is 50% of plan.
- 48 bps in Schedule C fees — 67% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES BPCM LOCAL 534 DEFERRED INCOME FUND.
Plan sponsor
Name
BOARD OF TRUSTEES BPCM LOCAL 534 DEFERRED INCOME FUND
EIN
04-6544055
Address
7 FREDERIKA STREET · BOSTON, MA · 02124
Phone
(617) 825-4500
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-08-25
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
CAMPBELL DEVASTO & ASSOCIATES CPA'S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GAIL MILLS | 04-6127786 | BOSTON, MA | FUND ADMINISTRATOR | $42K | — |
| BOSTON TRUST WALDEN COMPANY | 04-2273811 | BOSTON, MA | N/A | $37K | — |
| NEW ENGLAND PENSION CONSULTANTS | 04-2927339 | CAMBRIDGE, MA | N/A | $25K | — |
| AIMEE LINCOLN | 04-6127786 | BOSTON, MA | ASSISTANT ADMINISTRATOR | $25K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 23-2182079 | CHERRY HILL, NJ | N/A | $22K | — |
| CAMPBELL DEVASTO & ASSOCIATES CPA'S | 04-2779892 | HINGHAM, MA | N/A | $20K | — |
| LAUREN BLUNDELL | 04-6127786 | BOSTON, MA | ADMINISTRATIVE ASSISTANT | $20K | — |
| VICTORIA MCGURN | 04-6127786 | BOSTON, MA | ADMINISTRATIVE ASSISTANT | $10K | — |
| ANCHOR CAPITAL ADVISORS | 20-4669888 | BOSTON, MA | N/A | $10K | — |
| KRAKOW & SOURIS LLC | 04-3363718 | BOSTON, MA | N/A | $9K | — |
Investments
3 pooled funds· $7.0M(15% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$7.0M
2 holdings
103-12 Investment Entity
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ARTISAN INTERNATIONAL GROWTH TRUST ARTISAN MULTIPLE INV TRUST · EIN 26-3299719 / PN 002 | Common Collective Trust | — | — | $3.5M | 7.7% | |
| BOSTON TRUST SMALL CAP RETIREMENT F BOSTON TRUST WALDEN COMPANY · EIN 04-2273811 / PN 001 | Common Collective Trust | — | — | $3.5M | 7.6% | |
| LAZARD EMERGING MARKET TOTAL RETURN LAZARD ASSET MANAGEMENT LLC · EIN 27-4311229 / PN 001 | 103-12 Investment Entity | — | — | $0 | <0.1% |