# Board Of Trustees Arizona Pipe Trades Dc Pension Plan 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-arizona-pipe-trades-dc-pension-plan-860434707-002

> Board Of Trustees Arizona Pipe Trades Dc Pension Plan's 401(k) plan: 9,484 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/spencer-fane-llp) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-arizona-pipe-trades-dc-pension-plan-860434707-002)

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