# Board Of Trustees Of The Plumbers 75 401k Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-plumbers-75-401k-plan-plan

> Board Of Trustees Of The Plumbers 75 401k Plan&#39;s DC plan: 1,479 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 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](https://planprovider.pro/provider/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|

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