# Bd Of Tees Of Plumb Lu 690 Schol Fd Health & Welfare Plan
Source: https://planprovider.pro/companies/bd-of-tees-of-plumb-lu-690-schol-fd-412064526-501

> Bd Of Tees Of Plumb Lu 690 Schol Fd's Health & Welfare plan: 317 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Tees Of Plumb Lu 690 Schol Fd

- **Sponsor EIN:** 412064526

- **Sponsor Address:** 2791 SOUTHAMPTON ROAD, PHILADELPHIA, PA, 191541296

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 317

- **Total Assets:** $1.2M

## 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|317|$1.2M|$161,114|$0|

| 2023|317|$1.1M|$167,523|$0|

| 2022|330|$996,639|$171,864|$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|

| DANIEL A. WINTERS & COMPANY, CPAS|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$13,834|$1,024|—|—|—|

| 2023|$13,777|$253|—|—|—|

| 2022|$12,910|$100|—|—|—|

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