# Board Of Trustees Of Plumbers Local 55 Defined Contribution Retirement DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-plumbers-local-55-defined-contribution-plan

> Board Of Trustees Of Plumbers Local 55 Defined Contribution Retirement's DC plan: 914 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Plumbers Local 55 Defined Contribution Retirement

- **Sponsor EIN:** 204805291

- **Sponsor Address:** 980 KEYNOTE CIRCLE, BROOKLYN HEIGHTS, OH, 441310000

- **Plan Type:** DC

- **Total Participants:** 914

- **Total Assets:** $41.1M

## 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|914|$41.1M|$5.3M|$324,523|

| 2023|828|$32.8M|$4.7M|$316,303|

| 2022|704|$24.6M|$4.7M|$304,448|

## 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|

| CIUNI & PANICHI, INC.|Auditor|$17,941|—|$17,941|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $17,941

- **Estimated Expense Ratio:** 0.044% 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|$288,947|$73,496|$5,440|$17,941|—|

| 2023|$249,653|$54,699|$5,079|$20,560|—|

| 2022|$245,374|$42,469|—|—|$33,397|

## Similar Plans

- [Plumbers & Pipefitters Local 94](https://planprovider.pro/companies/plumbers-pipefitters-local-94-plan) — 701 participants

- [Joint Board Of Trustees Plumbers Union Local 55 Pension Plan](https://planprovider.pro/companies/joint-board-of-trustees-plumbers-union-local-55-pension-plan-plan) — 459 participants

- [International Assoc Of Heat And Frost Insulators & Allied Workers](https://planprovider.pro/companies/international-assoc-of-heat-and-frost-insulators-allied-workers-plan) — 206 participants

- [Ohio Education Association](https://planprovider.pro/companies/ohio-education-association-401k-plan) — 180 participants

- [Teamsters Joint Council No. 41](https://planprovider.pro/companies/teamsters-joint-council-no-41-plan) — 92 participants

- [Board Of Trustees Of Local 400 Food Terminal](https://planprovider.pro/companies/board-of-trustees-of-local-400-food-terminal-plan) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-plumbers-local-55-defined-contribution-plan)

© 2026 PlanProvider.Pro