Plan Snapshot
- Plan Sponsor: Board Of Trustees - Midwest Pipe Trades Retirement Plan
- Sponsor EIN: 311272447
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449
- Plan Type: DC
- Total Participants: 1,694
- Total Assets: $221.8M
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 | 1,694 | $221.8M | $9.5M | $380,657 |
| 2023 | 1,544 | $190.0M | $8.2M | $278,307 |
| 2022 | 1,501 | $158.7M | $7.7M | $273,457 |
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 |
|---|---|---|---|---|
| DANIELS, IRWIN & AYLOR, CPAS | Auditor | $15,750 | — | $15,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANIELS, IRWIN & AYLOR, CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,750
- Estimated Expense Ratio: 0.007% 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 | $407,525 | $24,000 | $74,400 | $15,750 | — |
| 2023 | $270,255 | $24,000 | $67,200 | $19,675 | — |
| 2022 | $188,282 | $45,791 | $67,200 | — | $37,674 |