# Atlanta Plumbers & Steamfitters H&W Fund 401(k) Plan
Source: https://planprovider.pro/companies/atlanta-plumbers-steamfitters-h-w-fund-581261304-501

> Atlanta Plumbers & Steamfitters H&W Fund's 401(k) plan: 2,723 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

- [MADISON INVESTMENT ADVISORS, LLC](https://planprovider.pro/provider/madison-investment-advisors-llc) — Investment Advisor

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

- [U.S. BANK](https://planprovider.pro/provider/john-hancock) — 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|

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