# Bd Of Tees Of Steamfitters Lu No 420 Srp DC Plan
Source: https://planprovider.pro/companies/bd-of-tees-of-steamfitters-lu-no-420-srp-plan

> Bd Of Tees Of Steamfitters Lu No 420 Srp's DC plan: 6,827 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 Steamfitters Lu No 420 Srp

- **Sponsor EIN:** 232495379

- **Sponsor Address:** 14420 TOWNSEND ROAD, SUITE B, PHILADELPHIA, PA, 191541028

- **Plan Type:** DC

- **Total Participants:** 6,827

- **Total Assets:** $727.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|6,827|$727.7M|$57.1M|$0|

| 2023|6,716|$671.1M|$59.6M|$0|

| 2022|6,295|$586.6M|$54.4M|$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|

| EMPOWER ANNUITY INSURANCE COMPANY|NONE|$762,067|—|$762,067|

| ZENITH AMERICAN SOLUTIONS,INC|NONE|$147,726|—|$147,726|

| MORGAN STANLEY WEALTH MGMT|NONE|$76,385|—|$76,385|

| DANIEL A. WINTERS & COMPANY, CPAS|NONE|$65,319|—|$65,319|

| EMPLOYEE A|NONE|$55,284|—|$55,284|

| EMPLOYEE B|NONE|$45,505|—|$45,505|

| CLEARY & JOSEM LLP|NONE|$40,945|—|$40,945|

| STEAMFITTERS LU 420 BUILDING FUND|UNION AFFILIATE|$29,095|—|$29,095|

| KANG HAGGERTY & FETBROYT|NONE|$22,568|—|$22,568|

| J. A MARIANO AGENCY, INC|NONE|—|$12,465|$12,465|

| KENNEDY PRINTING CO.|NONE|$5,435|—|$5,435|

### 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

- [EMPLOYEE A](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE B](https://planprovider.pro/provider/employee-fiduciary) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,262,794

- **Estimated Expense Ratio:** 0.174% 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|$2,122,891|$1,022,049|$147,684|$46,321|—|

| 2023|$1,728,485|$868,262|$146,220|$46,642|—|

| 2022|$1,750,806|$841,855|$146,843|—|$80,175|

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