# Board Of Trustees Of The Rockford Pipe Trades Industry Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-rockford-pipe-trades-industry-pension-fund-376123990-001

> Board Of Trustees Of The Rockford Pipe Trades Industry Pension Fund's DB plan: 485 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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