Plan Snapshot
- Plan Sponsor: Atlanta Plumbers & Steamfitters Retiree
- Sponsor EIN: 371830040
- Sponsor Address: 2010 NW 150TH AVE, STE 100, PEMBROKE PINES, FL, 33028
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 644
- Total Assets: $9.3M
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 | 644 | $9.3M | $3.3M | $1.1M |
| 2023 | 718 | $7.2M | $2.8M | $1.0M |
| 2022 | 864 | $5.8M | $2.6M | $991,380 |
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 |
|---|---|---|---|---|
| NATIONAL EMPLOYEE BENEFITS ADMIN | Other Service Provider | $169,667 | — | $169,667 |
| WAGEWORKS, INC. | Other Service Provider | $39,228 | — | $39,228 |
| HORIZON ACTUARIAL SERVICES | Other Service Provider | $23,658 | — | $23,658 |
| NOVAK FRANCELLA, LLC | Auditor | $9,796 | — | $9,796 |
| HIGHLAND CAPITAL MANAGEMENT LP | Other Service Provider | $6,358 | — | $6,358 |
| REYNOLDS CONSULTING SERVICES, LLC | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $253,707
- Estimated Expense Ratio: 2.722% 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 | $229,338 | $12,348 | $169,667 | $9,100 | — |
| 2023 | $290,854 | $5,000 | $195,667 | $8,750 | — |
| 2022 | $226,562 | $674 | $188,333 | — | $32,276 |