Plan Snapshot
- Plan Sponsor: Bd Tees Plumbers Lu 690 Pen Fund
- Sponsor EIN: 236405018
- Sponsor Address: 2791 SOUTHAMPTON ROAD, PHILADELPHIA, PA, 191541296
- Plan Type: DB
- Total Participants: 717
- Total Assets: $265.3M
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 | 717 | $265.3M | $0 | $0 |
| 2023 | 732 | $247.4M | $0 | $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 |
|---|---|---|---|---|
| DANIEL A. WINTERS & COMPANY, CPAS | Auditor | $26,641 | — | $26,641 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANIEL A. WINTERS & COMPANY, CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,641
- Estimated Expense Ratio: 0.010% 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 | $2,381,457 | $1,429,890 | — | $26,641 | — |
| 2023 | $2,317,587 | $1,342,032 | — | — | $190,816 |