Plan Snapshot
- Plan Sponsor: Bd Of Trustees - Indiana Pipe Trades Dfnd Cont Pension Plan
- Sponsor EIN: 351983939
- Sponsor Address: 8801 EAST MILNER AVENUE, TERRE HAUTE, IN, 47803
- Plan Type: DC
- Total Participants: 1,459
- Total Assets: $91.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,459 | $91.8M | $4.0M | $1.4M |
| 2023 | 1,355 | $80.6M | $3.7M | $1.0M |
| 2022 | 1,317 | $66.3M | $3.2M | $1.0M |
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 |
|---|---|---|---|---|
| NYHART | NONE | $86,053 | — | $86,053 |
| MATRIX FINANCIAL SOLUTIONS | NONE | $37,204 | — | $37,204 |
| UNITED ACTUARIAL SERVICES, INC | NONE | $21,808 | — | $21,808 |
| MORGAN STANLEY SMITH BARNEY | NONE | $20,000 | — | $20,000 |
| L.M. HENDERSON & COMPANY, LLP | NONE | $14,600 | — | $14,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MATRIX FINANCIAL SOLUTIONS — NONE
- MORGAN STANLEY SMITH BARNEY — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $179,665
- Estimated Expense Ratio: 0.196% 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 | $239,658 | $57,204 | — | $19,194 | — |
| 2023 | $258,261 | $45,213 | — | — | — |
| 2022 | $120,983 | $26,884 | — | — | $40,020 |