Plan Snapshot
- Plan Sponsor: Bd Of Tte Of Plum & Pipe Lu No. 74 Pipefitters Lu No. 74 Annuity Fund
- Sponsor EIN: 222913742
- Sponsor Address: 501 CARR ROAD SUITE 220, WILMINGTON, DE, 19809
- Plan Type: DC
- Total Participants: 986
- Total Assets: $98.6M
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 | 986 | $98.6M | $6.0M | $0 |
| 2023 | 954 | $88.3M | $5.8M | $0 |
| 2022 | 752 | $75.9M | $3.7M | $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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | Recordkeeper | $72,961 | — | $72,961 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $59,251 | — | $59,251 |
| MIDATLANTIC TRUST COMPANY | Recordkeeper | $24,391 | — | $24,391 |
| WHISMAN GIORDANO LLC | Auditor | $16,210 | — | $16,210 |
| YOUNG CONAWAY STARGATT TAYLOR | Other Service Provider | $11,212 | — | $11,212 |
| HOLROYD GELMAN, P.C. | Other Service Provider | $5,079 | — | $5,079 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — Recordkeeper
- MIDATLANTIC TRUST COMPANY — Recordkeeper
- WHISMAN GIORDANO LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $189,104
- Estimated Expense Ratio: 0.192% 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 | $246,835 | $108,940 | $59,251 | — | — |
| 2023 | $245,230 | $114,589 | $57,526 | — | — |
| 2022 | $207,873 | $90,367 | $55,847 | — | $36,761 |