Plan Snapshot
- Plan Sponsor: Board Of Trustees Pipefitters Lu No 195 Defined Contribution Plan
- Sponsor EIN: 470848500
- Sponsor Address: P. O. DRAWER C, NEDERLAND, TX, 77627
- Plan Type: DC
- Total Participants: 260
- Total Assets: $6.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 260 | $6.8M | $293,570 | $0 |
| 2023 | 360 | $6.2M | $324,069 | $0 |
| 2022 | 359 | $5.3M | $349,885 | $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 |
|---|---|---|---|---|
| EDWARDS AND LEATHERS, P.C. | Auditor | $14,500 | — | $14,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,500
- Estimated Expense Ratio: 0.213% 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 | $75,703 | $29,736 | $17,248 | $14,500 | — |
| 2023 | $80,543 | $33,711 | $17,239 | $14,500 | — |
| 2022 | $80,931 | $33,771 | $17,244 | — | $23,410 |