# Bd Of Ttee Of Plum & Pipe Lu No 74 Pipefitters Lu No. 74 Pension Fund DB Plan
Source: https://planprovider.pro/companies/bd-of-ttee-of-plum-pipe-lu-no-74-pipefitters-lu-no-74-pension-fund-plan

> Bd Of Ttee Of Plum & Pipe Lu No 74 Pipefitters Lu No. 74 Pension Fund's DB plan: 481 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Ttee Of Plum & Pipe Lu No 74 Pipefitters Lu No. 74 Pension Fund

- **Sponsor EIN:** 516015925

- **Sponsor Address:** 2 GATEWAY CENTER 603 STANWIX ST STE, PITTSBURGH, PA, 15222

- **Plan Type:** DB

- **Total Participants:** 481

- **Total Assets:** $183.9M

## 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|481|$183.9M|$14.4M|$0|

| 2023|491|$171.1M|$13.9M|$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|

| J P MORGAN CHASE|NONE|$249,721|—|$249,721|

| ZENITH AMERICAN SOLUTIONS|NONE|$90,451|—|$90,451|

| ULLICO SEPARATE ACCOUNT J PNC|NONE|$88,089|—|$88,089|

| FOUNDRY PARTNERS LLC|NONE|$86,611|—|$86,611|

| YOUNG CONAWAY STARGATT TAYLOR|NONE|$77,589|—|$77,589|

| EAGLE PNC|NONE|$61,119|—|$61,119|

| BOSTON MID CAP PNC|NONE|$60,458|—|$60,458|

| SAGE ADVISORY SERVICES LTD|NONE|$58,965|—|$58,965|

| CBIZ INC|NONE|$58,855|—|$58,855|

| HOLROYD GELMAN, P.C.|NONE|$50,987|—|$50,987|

| WHISMAN GIORDANO & ASSOCIATES LLC|NONE|$39,053|—|$39,053|

| PNC BANK|NONE|$29,049|—|$29,049|

| SMITH BARNEY|NONE|$28,125|—|$28,125|

| NORTHERN TRUST|NONE|$21,996|—|$21,996|

| NOVAK FRANCELLA|NONE|$16,310|—|$16,310|

| CHARTWELL INVESTMENT PARTNERS|NONE|$6,337|—|$6,337|

### Verified Provider Profiles

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

- [J P MORGAN CHASE](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [EAGLE PNC](https://planprovider.pro/provider/eagle-capital-management-llc) — NONE

- [WHISMAN GIORDANO & ASSOCIATES LLC](https://planprovider.pro/provider/whisman-giordano-and-associates-llc) — NONE

- [SMITH BARNEY](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [NOVAK FRANCELLA](https://planprovider.pro/provider/novak-francella-llc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,023,715

- **Estimated Expense Ratio:** 0.557% 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|$1,156,358|$664,753|$119,500|—|—|

| 2023|$921,292|$468,781|$109,810|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-ttee-of-plum-pipe-lu-no-74-pipefitters-lu-no-74-pension-fund-plan)

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