# Board Of Trustees Of Plumbers And Steamfitters Local No. 42 Pension DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-plumbers-and-steamfitters-local-no-42-pension-237404110-001

> Board Of Trustees Of Plumbers And Steamfitters Local No. 42 Pension's DB plan: 251 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-plumbers-and-steamfitters-local-no-42-pension-237404110-001)

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