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Original filing (PDF)20251009174712NAL0006992961001
BOT OPERATIVE PLASTERERS AND CEMENT MASONS LOC 394 PENSION TRUST FUND
Form 5500
FILING_RECEIVED
OPERATIVE PLASTERERS AND CEMENT MASONS LOCAL 394 PENSION TRUST FUND
Defined-benefit pension plan
Signals · 2
~935 bps in Sched C fees7 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
82
/ 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
75
Participation health
90
Knocking points off
- 935 bps in Schedule C fees — 1698% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOT OPERATIVE PLASTERERS AND CEMENT MASONS LOC 394 PENSION TRUST FUND.
Plan sponsor
Name
BOT OPERATIVE PLASTERERS AND CEMENT MASONS LOC 394 PENSION TRUST FUND
EIN
51-6031325
Address
2550 W UNION HILLS DR STE 290 · PHOENIX, AZ · 850275198
Phone
(800) 622-8780
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1I · Frozen plan — no new benefit accrual
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
BALDWIN MOFFITT BEHM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY | 13-1835864 | — | NONE OTHER THAN CONTRACT | $44K | — |
| SOUTHWEST SERVICE ADMIN, INC | 86-6084210 | — | NONE OTHER THAN CONTRACT | $39K | — |
| BMO HARRIS | 36-2085229 | — | NONE OTHER THAN CONTRACT | $16K | — |
| ULRICH CONSULTING GROUP | 45-3972125 | — | NONE OTHER THAN CONTRACT | $12K | — |
| BALDWIN MOFFITT BEHM LLP | 46-4370753 | — | NONE OTHER THAN CONTRACT | $11K | — |
| SPENCER FANE LLP | — | PHOENIX, AZ | NONE OTHER THAN CONTRACT | $6K | — |
| SEGAL SELECT INSURANCE | 46-0619194 | — | NONE OTHER THAN CONTRACT | $6K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.