Plan Snapshot
- Plan Sponsor: Atlanta Plumbers & Steamfitters H&W Fund
- Sponsor EIN: 581261304
- Sponsor Address: 2010 NW 150TH AVE STE 100, PEMBROKE PINES, FL, 33028
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,723
- Total Assets: $62.2M
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 | 2,723 | $62.2M | $40.3M | $2.0M |
| 2023 | 2,495 | $51.6M | $34.7M | $2.2M |
| 2022 | 2,307 | $41.1M | $32.1M | $2.2M |
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 |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | Investment Advisor | $898,887 | — | $898,887 |
| NATIONAL EMPLOYEE BENEFIT ADMIN | Other Service Provider | $843,404 | — | $843,404 |
| EXPRESS SCRIPTS, INC. | Other Service Provider | $137,960 | — | $137,960 |
| HORIZON ACTUARIAL SERVICES LLC | Other Service Provider | $129,021 | — | $129,021 |
| MEDEXPERT INTERNATIONAL INC | Other Service Provider | $78,729 | — | $78,729 |
| HEALTH ADVOCATE SOLUTIONS | Other Service Provider | $53,866 | — | $53,866 |
| ARNALL GOLDEN GREGORY LLP | Other Service Provider | $40,648 | — | $40,648 |
| GROUP VISION SERVICES | Other Service Provider | $38,250 | — | $38,250 |
| MADISON INVESTMENT ADVISORS, LLC | Investment Advisor | $26,628 | — | $26,628 |
| NOVAK FRANCELLA, LLC | Auditor | $24,464 | — | $24,464 |
| REYNOLDS CONSULTING SRVCS., LLC | Other Service Provider | $12,000 | — | $12,000 |
| PACIFIC INCOME ADVISERS, INC. | Other Service Provider | $7,970 | — | $7,970 |
| U.S. BANK | Recordkeeper | $6,829 | — | $6,829 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE CROSS BLUE SHIELD — Investment Advisor
- MADISON INVESTMENT ADVISORS, LLC — Investment Advisor
- NOVAK FRANCELLA, LLC — Auditor
- U.S. BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,298,656
- Estimated Expense Ratio: 3.694% 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 | $2,253,187 | $74,971 | $898,887 | $18,200 | — |
| 2023 | $2,523,220 | $48,069 | $853,159 | $35,000 | — |
| 2022 | $2,683,651 | $76,724 | $941,561 | — | $227,998 |