# Bd Of Tees Of Plumbers Lu 690 Metal Trades Pen Plan DB Plan
Source: https://planprovider.pro/companies/bd-of-tees-of-plumbers-lu-690-metal-trades-pen-plan-plan

> Bd Of Tees Of Plumbers Lu 690 Metal Trades Pen Plan's DB plan: 128 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 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|NONE|$43,954|—|$43,954|

| BOYD WATTERSON STATE GOVERNMENT FUN|NONE|$30,679|—|$30,679|

| CHARTWELL INVESTMENT PARTNERS|NONE|$30,468|—|$30,468|

| HARDMAN JOHNSTON GLOBAL ADVISORS|NONE|$24,645|—|$24,645|

| O'DONOGHUE & O'DONOGHUE|NONE|$22,235|—|$22,235|

| STEVENS & LEE|NONE|$21,862|—|$21,862|

| PRINCIPAL CUSTODY SOLUTIONS|NONE|$13,982|—|$13,982|

| PLUMBERS LOCAL UNION NO. 690|AFFILIATE|$9,826|—|$9,826|

| INVESTMENT PERFORMANCE SERVICES LLC|NONE|$9,750|—|$9,750|

| DANIEL A. WINTERS & COMPANY, CPAS|NONE|$8,731|—|$8,731|

| CAPSTONE INSURANCE|NONE|$6,976|—|$6,976|

| CHEVY CHASE TRUST COMPANY|NONE|$6,252|—|$6,252|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STEVENS & LEE](https://planprovider.pro/provider/stevens-and-lee-pc) — NONE

- [DANIEL A. WINTERS & COMPANY, CPAS](https://planprovider.pro/provider/daniel-a-winters-and-company) — NONE

## 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|

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