# Board Of Trustees Of Steamfitters Lu 420 Pension Plan DB Plan Source: https://planprovider.pro/companies/board-of-trustees-of-steamfitters-lu-420-pension-plan-plan > Board Of Trustees Of Steamfitters Lu 420 Pension Plan's DB plan: 2,425 participants, plan year 2024 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2024. ## 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| | BOSTON PARTNERS GLOBAL INVESTORS|NONE|$246,254|—|$246,254| | FOUNDRY PARTNERS LLC|NONE|$240,323|—|$240,323| | ZENITH AMERICAN SOLUTIONS,INC|NONE|$240,045|—|$240,045| | CBIZ RETIREMENT PLAN SERVICES|NONE|$174,652|—|$174,652| | WEAVER C BARKSDALE & ASSOC INC|NONE|$165,315|—|$165,315| | OLD GLORY ASSET MANAGEMENT|NONE|$163,932|—|$163,932| | CAUSEWAY CAPITAL MANAGEMENT LLC|NONE|$151,641|—|$151,641| | GW&K INVESTMENT MANAGEMENT, LLC|NONE|$119,261|—|$119,261| | DANIEL A. WINTERS & COMPANY, CPAS|NONE|$99,820|—|$99,820| | MORGAN STANLEY WEALTH MGMT|NONE|$95,481|—|$95,481| | PNC BANK, N.A.|NONE|$83,893|—|$83,893| | CLEARY & JOSEM LLP|NONE|$81,079|—|$81,079| | EMPLOYEE A|NONE|$72,295|—|$72,295| | SAGE ADVISORY SERVICES, LTD CO.|NONE|$71,651|—|$71,651| | EMPLOYEE B|NONE|$59,506|—|$59,506| | NORTHERN TRUST|NONE|$43,600|—|$43,600| | KANG HAGGERTY & FETBROYT, LLC|NONE|$42,589|—|$42,589| | CHARTWELL INVESTMENT PARTNERS|NONE|$39,855|—|$39,855| | STEAMFITTERS LU 420 BUILDING FUND|UNION AFFILIATE|$38,048|—|$38,048| | EMPLOYEE C|NONE|$26,077|—|$26,077| | EMPLOYEE D|NONE|$25,942|—|$25,942| | AMALGAMATED BANK OF CHICAGO|NONE|$18,750|—|$18,750| | KENNEDY PRINTING CO., INC.|NONE|$18,360|—|$18,360| | J.A. MARIANO AGENCY, INC.|NONE|—|$11,959|$11,959| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [DANIEL A. WINTERS & COMPANY, CPAS](https://planprovider.pro/provider/daniel-a-winters-and-company) — NONE - [EMPLOYEE A](https://planprovider.pro/provider/employee-fiduciary) — NONE - [EMPLOYEE B](https://planprovider.pro/provider/employee-fiduciary) — NONE - [EMPLOYEE C](https://planprovider.pro/provider/employee-fiduciary) — NONE - [EMPLOYEE D](https://planprovider.pro/provider/employee-fiduciary) — NONE ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $2,330,328 - **Estimated Expense Ratio:** 0.362% 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| ## Similar Plans - [Sila Services, LLC](https://planprovider.pro/companies/sila-services-llc-401k-plan) — 1,808 participants - [Local 354 Plumbers & Pipe Fitters Pension Fund](https://planprovider.pro/companies/local-354-plumbers-pipe-fitters-pension-fund-plan) — 1,334 participants - [Bd Of Tees Of Plumbers Lu No 690 Srp](https://planprovider.pro/companies/bd-of-tees-of-plumbers-lu-no-690-srp-plan) — 980 participants - [Board Of Trustees Plumbers Local 27 Retirement Fund](https://planprovider.pro/companies/board-of-trustees-plumbers-local-27-retirement-fund-plan) — 668 participants - [Plumbers Local 27 Pension Fund](https://planprovider.pro/companies/plumbers-local-27-pension-fund-plan) — 532 participants - [Bd Of Ttee Of Plum & Pipe Lu No 74 Pipefitters Lu No. 74 Pension Fund](https://planprovider.pro/companies/bd-of-ttee-of-plum-pipe-lu-no-74-pipefitters-lu-no-74-pension-fund-plan) — 481 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-steamfitters-lu-420-pension-plan-plan) © 2026 PlanProvider.Pro