# Board Of Trustees Of The Plumbers & Steamfitters Loc 42 Retirement Pln DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-plumbers-steamfitters-loc-42-retirement-pln-341824808-002

> Board Of Trustees Of The Plumbers & Steamfitters Loc 42 Retirement Pln's DC plan: 558 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 The Plumbers & Steamfitters Loc 42 Retirement Pln

- **Sponsor EIN:** 341824808

- **Sponsor Address:** PO BOX 165, NORWALK, OH, 448570165

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 558

- **Total Assets:** $26.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|558|$26.7M|$1.8M|$0|

| 2023|457|$23.9M|$1.4M|$0|

| 2022|434|$22.3M|$1.3M|$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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$100,889|—|$100,889|

| CLIFTONLARSONALLEN|Auditor|$15,435|—|$15,435|

| LOCAL 42 PENSION PLAN|Recordkeeper|$14,969|—|$14,969|

| SHUMAKER LOOP & KENDRICK|ERISA Attorney|$9,350|—|$9,350|

| SEGAL SELECT INSURANCE SERVICES|Other Service Provider|$5,703|—|$5,703|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $146,346

- **Estimated Expense Ratio:** 0.548% 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|$155,647|—|$100,889|—|—|

| 2023|$128,727|—|$93,578|$17,244|—|

| 2022|$138,756|—|$86,120|—|$18,590|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-plumbers-steamfitters-loc-42-retirement-pln-341824808-002)

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