Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Plumbers 75 401k Plan
- Sponsor EIN: 391712806
- Sponsor Address: 11175 W. PARKLAND AVENUE, MILWAUKEE, WI, 532243135
- Plan Type: DC
- Total Participants: 1,479
- Total Assets: $66.2M
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 | 1,479 | $66.2M | $0 | $2.3M |
| 2023 | 1,419 | $60.2M | $0 | $2.1M |
| 2022 | 1,353 | $51.0M | $0 | $1.9M |
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 |
|---|---|---|---|---|
| STRATEGIC CAPTIAL INVESTMENT | NONE | $50,000 | — | $50,000 |
| THE PREVIANT LAW FIRM S.C. | NONE | $38,861 | — | $38,861 |
| BENEFIT PLAN ADMINISTRATION OF WI | NONE | $26,712 | — | $26,712 |
| SIKICH CPA LLC | NONE | $14,690 | — | $14,690 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $130,263
- Estimated Expense Ratio: 0.197% 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 | $150,521 | $50,000 | $26,712 | $15,198 | — |
| 2023 | $114,767 | $30,000 | $25,451 | $14,125 | — |
| 2022 | $109,342 | $40,000 | $26,896 | — | $25,518 |