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: DC
- 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. |
|---|---|---|---|---|
| 2025 | 9,484 | $461.2M | $0 | $0 |
| 2024 | 8,501 | $403.8M | $0 | $0 |
| 2023 | 5,016 | $313.4M | $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 |
|---|---|---|---|---|
| BALDWIN MOFFITT BEHM LLP | Auditor | $35,103 | — | $35,103 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,103
- Estimated Expense Ratio: 0.008% 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 |
|---|---|---|---|---|---|
| 2025 | $1,108,842 | $536,006 | $292,632 | $35,103 | — |
| 2024 | $974,133 | $461,699 | $276,068 | $33,291 | — |
| 2023 | $876,262 | $399,053 | $268,027 | — | $123,464 |