Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Plumbers & Steamfitters Local 373 U.A. Annuity Fu
- Sponsor EIN: 133323430
- Sponsor Address: P.O. BOX 58, MOUNTAINVILLE, NY, 109530058
- Plan Type: DC
- Total Participants: 581
- Total Assets: $47.8M
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 | 581 | $47.8M | $4.0M | $0 |
| 2023 | 575 | $43.5M | $4.0M | $0 |
| 2022 | 376 | $37.0M | $2.9M | $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 |
|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | NONE | $43,483 | — | $43,483 |
| MSPC CERTIFIED PUBLIC ACCOUNTANTS | NONE | $13,000 | — | $13,000 |
| MERRILL LYNCH | NONE | $12,500 | — | $12,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MSPC CERTIFIED PUBLIC ACCOUNTANTS — NONE
- MERRILL LYNCH — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,983
- Estimated Expense Ratio: 0.144% 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 | $96,386 | $55,983 | $4,500 | $13,000 | — |
| 2023 | $103,179 | $50,819 | $4,500 | $13,000 | — |
| 2022 | $88,541 | $30,747 | — | — | $20,520 |