# Board Of Trustees Of Plumbers And Pipefitters Local 99 401k Fund 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-plumbers-and-pipefitters-local-99-401k-fund-plan

> Board Of Trustees Of Plumbers And Pipefitters Local 99 401k Fund's 401(k) plan: 257 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## 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|

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