Plan Snapshot
- Plan Sponsor: Board Of Trustees Arizona Pipe Trades Dc Pension Plan
- Sponsor EIN: 860434707
- Sponsor Address: 3109 N 24TH ST, PHOENIX, AZ, 850167328
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 9,484
- Total Assets: $461.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 9,484 | $461.2M | $32.0M | $13.6M |
| 2023 | 8,501 | $403.8M | $32.4M | $12.3M |
| 2022 | 5,016 | $313.4M | $23.3M | $9.9M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | Other Service Provider | $363,610 | — | $363,610 |
| BENESYS | Other Service Provider | $296,307 | — | $296,307 |
| VERUS ADVISORS, INC | Other Service Provider | $172,396 | — | $172,396 |
| SPENCER FANE | ERISA Attorney | $66,584 | — | $66,584 |
| SEGAL SELECT INSURANCE | Other Service Provider | $51,908 | — | $51,908 |
| BALDWIN MOFFITT BEHM LLP | Other Service Provider | $35,103 | — | $35,103 |
| WARD KEENAN AND BARRETT, PC | Other Service Provider | $33,282 | — | $33,282 |
| SMART SOURCE LLC | Other Service Provider | $31,902 | — | $31,902 |
| GILBERT & SACKMAN | Other Service Provider | $29,724 | — | $29,724 |
| THE SEGAL COMPANY | Other Service Provider | $15,900 | — | $15,900 |
| INTERNATIONAL PRINTING COMPANY | Other Service Provider | $12,504 | — | $12,504 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SPENCER FANE — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,109,220
- Estimated Expense Ratio: 0.241% 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 | $1,108,842 | $536,006 | $292,632 | $35,103 | — |
| 2023 | $974,133 | $461,699 | $276,068 | $33,291 | — |
| 2022 | $876,262 | $399,053 | $268,027 | — | $123,464 |