Plan Snapshot
- Plan Sponsor: Atlanta Plumbers & Steamfitters Pension Fund
- Sponsor EIN: 581233396
- Sponsor Address: 2010 N.W. 150TH AVE, STE 100, PEMBROKE PINES, FL, 330282887
- Plan Type: DB
- Total Participants: 2,639
- Total Assets: $452.2M
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 | 2,639 | $452.2M | $17.7M | $0 |
| 2023 | 2,339 | $415.6M | $15.7M | $0 |
| 2022 | 2,279 | $384.7M | $15.0M | $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 |
|---|---|---|---|---|
| CRESCENT CAPITAL GROUP LP | Other Service Provider | $1,392,112 | — | $1,392,112 |
| CONFLUENCE INVESTMENT MANAGEMENT | Other Service Provider | $190,934 | — | $190,934 |
| CONSTITUTION CAPITAL PARTNERS LLC | Other Service Provider | $187,321 | — | $187,321 |
| ATLANTA CAPITAL MANAGEMENT | Other Service Provider | $180,907 | — | $180,907 |
| NATIONAL EMPLOYEE BENEFIT ADMIN | Other Service Provider | $162,000 | — | $162,000 |
| ARES MANAGEMENT LLC | Other Service Provider | $143,182 | — | $143,182 |
| CHEVY CHASE TRUST COMPANY | Other Service Provider | $126,298 | — | $126,298 |
| FIERA CAPITAL | Other Service Provider | $118,829 | — | $118,829 |
| LAZARD ASSET MANAGEMENT LLC | Other Service Provider | $102,774 | — | $102,774 |
| KAYNE ANDERSON RUDNICK INVESTMENT | Other Service Provider | $95,564 | — | $95,564 |
| CLEAR BRIDGE INTERNATIONAL | Other Service Provider | $78,118 | — | $78,118 |
| HORIZON ACTUARIAL SERVICES LLC | Other Service Provider | $62,226 | — | $62,226 |
| CONGRESS ASSET MANAGEMENT | Other Service Provider | $52,158 | — | $52,158 |
| ARNALL GOLDEN GREGORY LLP | Other Service Provider | $46,265 | — | $46,265 |
| REYNOLDS CONSULTING SERVICES | Other Service Provider | $40,500 | — | $40,500 |
| JP MORGAN ASST MANAGEMENT | Recordkeeper | $34,137 | — | $34,137 |
| AMALGAMATED BANK | Other Service Provider | $30,531 | — | $30,531 |
| NOVAK FRANCELLA, LLC | Auditor | $29,710 | — | $29,710 |
| US BANK | Recordkeeper | $12,706 | — | $12,706 |
| CHARTWELL INVESTMENT PARTNERS | Other Service Provider | $9,871 | — | $9,871 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN ASST MANAGEMENT — Recordkeeper
- NOVAK FRANCELLA, LLC — Auditor
- US BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,096,143
- Estimated Expense Ratio: 0.685% 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 | $3,364,382 | $2,780,031 | $162,000 | $22,750 | — |
| 2023 | $3,382,450 | $2,729,785 | $127,747 | $22,750 | — |
| 2022 | $2,815,082 | $2,284,944 | — | — | $164,685 |