Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Steamfitters Lu 420 Pension Plan
- Sponsor EIN: 232004424
- Sponsor Address: 14420 TOWNSEND ROAD, SUITE B, PHILADELPHIA, PA, 191541028
- Plan Type: DB
- Total Participants: 2,425
- Total Assets: $644.1M
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 | 2,425 | $644.1M | $59.9M | $0 |
| 2023 | 2,398 | $645.7M | $60.4M | $0 |
| 2022 | 2,456 | $555.9M | $55.5M | $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 |
|---|---|---|---|---|
| DANIEL A. WINTERS & COMPANY, CPAS | Auditor | $68,746 | — | $68,746 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANIEL A. WINTERS & COMPANY, CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,746
- Estimated Expense Ratio: 0.011% 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 | $4,555,535 | $3,245,853 | $191,108 | $68,746 | — |
| 2023 | $4,383,311 | $2,992,923 | $189,228 | $68,012 | — |
| 2022 | $3,855,217 | $2,642,598 | $190,042 | — | $277,757 |