# Bd Of Tees Of Plumbers Lu No 690 Srp DC Plan
Source: https://planprovider.pro/companies/bd-of-tees-of-plumbers-lu-no-690-srp-plan

> Bd Of Tees Of Plumbers Lu No 690 Srp's DC plan: 980 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 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:

- [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:** $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|

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