Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Plumbers Local Union No. 803 Pension Fund
- Sponsor EIN: 596228172
- Sponsor Address: 1880 EAST WEST PKWY #10132, FLEMING ISLAND, FL, 32006
- Plan Type: DB
- Total Participants: 376
- Total Assets: $47.5M
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 | 376 | $47.5M | $0 | $0 |
| 2023 | 372 | $43.2M | $0 | $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 |
|---|---|---|---|---|
| LEGACY PROFESSIONALS LLP | Auditor | $21,200 | — | $21,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,200
- Estimated Expense Ratio: 0.045% 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 | $432,398 | $193,138 | $127,909 | $21,200 | — |
| 2023 | $413,719 | $175,973 | $137,623 | — | $42,391 |