Plan Snapshot
- Plan Sponsor: Board Of Trustees For The Plumber'S Retirement Savings Fund, Local 130
- Sponsor EIN: 860928669
- Sponsor Address: 1340 W. WASHINGTON BLVD, CHICAGO, IL, 60607
- Plan Type: DC
- Total Participants: 5,911
- Total Assets: $448.5M
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 | 5,911 | $448.5M | $23.7M | $3.1M |
| 2023 | 5,871 | $398.5M | $22.0M | $0 |
| 2022 | 5,807 | $342.2M | $20.4M | $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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | NONE | $194,444 | — | $194,444 |
| LEGACY PROFESSIONALS LLP | NONE | $46,907 | — | $46,907 |
| DENISE DELHAYE | EMPLOYEE | $38,885 | — | $38,885 |
| LANER MUCHIN LTD. | NONE | $36,381 | — | $36,381 |
| JOSEPH OHM | EMPLOYEE | $33,812 | — | $33,812 |
| GREGORIO, STEC, KLEIN & HOSE LLC | NONE | $30,190 | — | $30,190 |
| MARQUETTE ASSOCIATES, INC | NONE | $25,000 | — | $25,000 |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC | NONE | $17,011 | — | $17,011 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $422,630
- Estimated Expense Ratio: 0.094% 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 | $643,376 | $25,000 | — | $20,300 | — |
| 2023 | $559,154 | — | — | $19,500 | — |
| 2022 | $334,001 | $25,000 | — | — | $58,385 |