Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Rockford Pipe Trades Industry Pension Fund
- Sponsor EIN: 376123990
- Sponsor Address: 4525 BOEING DRIVE, ROCKFORD, IL, 61109
- Plan Type: DB
- Plan Number: 001
- Total Participants: 485
- Total Assets: $228.9M
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 | 485 | $228.9M | $9.1M | $0 |
| 2023 | 458 | $220.6M | $8.7M | $0 |
| 2022 | 429 | $196.8M | $8.9M | $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 |
|---|---|---|---|---|
| NATIONAL INVESTMENT SVCS OF AMERICA | Other Service Provider | $213,212 | — | $213,212 |
| STRATEGIC CAPITAL INV. ADVISORS | Other Service Provider | $54,250 | — | $54,250 |
| BENEFITS MANAGEMENT GROUP, INC. | Other Service Provider | $48,267 | — | $48,267 |
| WASHINGTON CAPITAL MANAGEMENT | Other Service Provider | $47,820 | — | $47,820 |
| STOCKBRIDGE NICHE LOGISTICS FD LP | Other Service Provider | $40,954 | — | $40,954 |
| LEGACY PROFESSIONALS LLP | Auditor | $40,371 | — | $40,371 |
| O'SULLIVAN ASSOCIATES | Other Service Provider | $39,550 | — | $39,550 |
| SMART MARKETS FUND, LP | Other Service Provider | $38,979 | — | $38,979 |
| JOHNSON & KROL LLC | Other Service Provider | $25,727 | — | $25,727 |
| AMALGAMATED BANK OF CHICAGO | Other Service Provider | $20,445 | — | $20,445 |
| ARES REAL ESTATE MGMT LLC | Other Service Provider | $15,347 | — | $15,347 |
| BENEFIT TRUST COMPANY | Other Service Provider | $5,325 | — | $5,325 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $590,247
- Estimated Expense Ratio: 0.258% 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 | $598,437 | $316,247 | $48,267 | $27,888 | — |
| 2023 | $499,224 | $225,456 | $43,176 | $26,551 | — |
| 2022 | $478,433 | $218,687 | $45,772 | — | $98,399 |