# Bd Of Trustees Plumbers & Steamfitters Local 118 DB Plan
Source: https://planprovider.pro/companies/bd-of-trustees-plumbers-steamfitters-local-118-plan

> Bd Of Trustees Plumbers & Steamfitters Local 118's DB plan: 301 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 Trustees Plumbers & Steamfitters Local 118

- **Sponsor EIN:** 396187966

- **Sponsor Address:** 3030-39TH AVENUE, KENOSHA, WI, 531444209

- **Plan Type:** DB

- **Total Participants:** 301

- **Total Assets:** $114.4M

## 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|301|$114.4M|$8.7M|$0|

| 2023|285|$99.3M|$6.3M|$0|

| 2022|267|$90.4M|$5.6M|$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|

| SIKICH CPA LLC|Auditor|$22,325|—|$22,325|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $22,325

- **Estimated Expense Ratio:** 0.020% 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|$413,810|$99,300|$53,408|$22,325|—|

| 2023|$483,487|$220,178|$51,237|$21,075|—|

| 2022|$515,199|$261,377|$58,111|—|$133,834|

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