Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Plumbers And Steamfitters Local No. 42 Pension
- Sponsor EIN: 237404110
- Sponsor Address: PO BOX 165, NORWALK, OH, 44857
- Plan Type: DB
- Plan Number: 001
- Total Participants: 251
- Total Assets: $72.0M
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 | 251 | $72.0M | $2.9M | $0 |
| 2023 | 235 | $66.9M | $2.5M | $0 |
| 2022 | 212 | $62.0M | $2.2M | $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 |
|---|---|---|---|---|
| HORIZON ACTUARIAL SERVICES, LLC | Other Service Provider | $64,932 | — | $64,932 |
| BLACKROCK | Other Service Provider | $55,873 | — | $55,873 |
| DENISE MANN | Other Service Provider | $49,350 | — | $49,350 |
| SEGAL MARCO ADVISORS | Other Service Provider | $48,000 | — | $48,000 |
| JPMORGAN CHASE BANK, NATIONAL ASSOC | Recordkeeper | $34,965 | — | $34,965 |
| BOYD WATTERSON ASSET MANAGEMENT,LLC | Other Service Provider | $31,367 | — | $31,367 |
| CLIFTONLARSONALLEN LLP | Auditor | $23,578 | — | $23,578 |
| SHUMAKER, LOOP & KENDRICK, LLP | Other Service Provider | $16,813 | — | $16,813 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMORGAN CHASE BANK, NATIONAL ASSOC — Recordkeeper
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $324,878
- Estimated Expense Ratio: 0.451% 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 | $345,454 | $103,873 | — | $23,578 | — |
| 2023 | $324,480 | $103,745 | — | $21,484 | — |
| 2022 | $347,859 | $104,774 | — | — | $122,357 |