# Board Of Trustees Of Plumbers Local Union No. 803 Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-plumbers-local-union-no-803-pension-fund-plan

> Board Of Trustees Of Plumbers Local Union No. 803 Pension Fund's DB plan: 376 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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