Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Plumbers And Pipefitters Local 99 401k Fund
- Sponsor EIN: 364472995
- Sponsor Address: 1903 52ND AVENUE, MOLINE, IL, 612656381
- Plan Type: 401(k)
- Total Participants: 257
- Total Assets: $16.1M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 257 | $16.1M | $1.1M | $709,870 |
| 2023 | 254 | $12.6M | $961,314 | $676,797 |
| 2022 | 242 | $9.4M | $875,100 | $586,284 |
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 |
|---|---|---|---|---|
| ROMOLO & ASSOCIATES, LLC | Auditor | $11,250 | — | $11,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,250
- Estimated Expense Ratio: 0.070% 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 | $85,589 | $4,750 | $24,399 | $11,250 | — |
| 2023 | $65,405 | $4,000 | $22,409 | $10,250 | — |
| 2022 | $57,349 | — | $20,072 | — | $30,565 |