Plan Snapshot
- Plan Sponsor: Bd Of Tees Of Plumbers Lu 690 Metal Trades Pen Plan
- Sponsor EIN: 236442844
- Sponsor Address: 2791 SOUTHAMPTON ROAD, PHILADELPHIA, PA, 191541296
- Plan Type: DB
- Total Participants: 128
- Total Assets: $20.2M
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 | 128 | $20.2M | $1.4M | $0 |
| 2023 | 129 | $18.9M | $1.4M | $0 |
| 2022 | 153 | $17.7M | $1.4M | $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 |
|---|---|---|---|---|
| THE MCKEOGH COMPANY | Other Service Provider | $43,954 | — | $43,954 |
| BOYD WATTERSON STATE GOVERNMENT FUN | Other Service Provider | $30,679 | — | $30,679 |
| CHARTWELL INVESTMENT PARTNERS | Other Service Provider | $30,468 | — | $30,468 |
| HARDMAN JOHNSTON GLOBAL ADVISORS | Other Service Provider | $24,645 | — | $24,645 |
| O'DONOGHUE & O'DONOGHUE | Other Service Provider | $22,235 | — | $22,235 |
| STEVENS & LEE | ERISA Attorney | $21,862 | — | $21,862 |
| PRINCIPAL CUSTODY SOLUTIONS | Other Service Provider | $13,982 | — | $13,982 |
| PLUMBERS LOCAL UNION NO. 690 | Other Service Provider | $9,826 | — | $9,826 |
| INVESTMENT PERFORMANCE SERVICES LLC | Other Service Provider | $9,750 | — | $9,750 |
| DANIEL A. WINTERS & COMPANY, CPAS | Auditor | $8,731 | — | $8,731 |
| CAPSTONE INSURANCE | Other Service Provider | $6,976 | — | $6,976 |
| CHEVY CHASE TRUST COMPANY | Other Service Provider | $6,252 | — | $6,252 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STEVENS & LEE — ERISA Attorney
- DANIEL A. WINTERS & COMPANY, CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $229,360
- Estimated Expense Ratio: 1.134% 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 | $488,054 | $134,457 | — | $8,731 | — |
| 2023 | $516,845 | $141,857 | — | $8,490 | — |
| 2022 | $451,271 | $128,563 | — | — | $92,470 |