# Bd Of Trustees - Indiana Pipe Trades Dfnd Cont Pension Plan DC Plan
Source: https://planprovider.pro/companies/bd-of-trustees-indiana-pipe-trades-dfnd-cont-pension-plan-plan

> Bd Of Trustees - Indiana Pipe Trades Dfnd Cont Pension Plan's DC plan: 1,459 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/jp-morgan-asset-management) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-trustees-indiana-pipe-trades-dfnd-cont-pension-plan-plan)

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