# Board Of Trustees Of Plumbers & Steamfitters Local 373 U.A. Annuity Fu DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-plumbers-steamfitters-local-373-u-a-annuity-fu-plan

> Board Of Trustees Of Plumbers & Steamfitters Local 373 U.A. Annuity Fu's DC plan: 581 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 & 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](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — NONE

- [MERRILL LYNCH](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-plumbers-steamfitters-local-373-u-a-annuity-fu-plan)

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