Plan Snapshot
- Plan Sponsor: Bd Of Tees Of Plumbers Lu No 690 Srp
- Sponsor EIN: 232487320
- Sponsor Address: 2791 SOUTHAMPTON ROAD, PHILADELPHIA, PA, 191541296
- Plan Type: DC
- Total Participants: 980
- Total Assets: $155.9M
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 | 980 | $155.9M | $9.9M | $0 |
| 2023 | 1,044 | $144.3M | $10.2M | $0 |
| 2022 | 1,015 | $132.3M | $9.3M | $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 |
|---|---|---|---|---|
| BOYD WATTERSON ASSET MGMT. | NONE | $330,334 | — | $330,334 |
| CHARTWELL INVESTMENT PARTNERS | NONE | $163,005 | — | $163,005 |
| LOOMIS SAYLES & COMPANY L.P. | NONE | $95,118 | — | $95,118 |
| HARDMAN JOHNSTON GLOBAL ADVISORS | NONE | $72,528 | — | $72,528 |
| INVESTMENT PERFORMANCE SERVICES LLC | NONE | $58,500 | — | $58,500 |
| PRINCIPAL CUSTODY SOLUTIONS | NONE | $17,645 | — | $17,645 |
| THE MCKEOGH COMPANY | NONE | $12,645 | — | $12,645 |
| STATE STREET GLOBAL ADVISORS | NONE | $9,279 | — | $9,279 |
| O'DONOGHUE & O'DONOGHUE | NONE | $7,922 | — | $7,922 |
| DANIEL A. WINTERS & COMPANY, CPAS | NONE | $7,802 | — | $7,802 |
| PLUMBERS LOCAL UNION NO. 690 | AFFILIATE | $7,642 | — | $7,642 |
| KANG HAGGERTY & FETBROYT | NONE | $6,932 | — | $6,932 |
| CAPSTONE INSURANCE | NONE | $6,254 | — | $6,254 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $795,606
- Estimated Expense Ratio: 0.510% 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 | $996,608 | $746,409 | — | $7,802 | — |
| 2023 | $1,003,395 | $725,438 | — | $7,538 | — |
| 2022 | $891,016 | $663,736 | — | — | $37,612 |