# Board Of Trustees Plm & Steamfitters 248 Annuity Pln DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-plm-steamfitters-248-annuity-pln-476290329-002

> Board Of Trustees Plm & Steamfitters 248 Annuity Pln's DC plan: 358 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 Plm & Steamfitters 248 Annuity Pln

- **Sponsor EIN:** 476290329

- **Sponsor Address:** 230 LEXINGTON GREEN CIRCLE, LEXINGTON, KY, 40503

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 358

- **Total Assets:** $14.0M

## 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|358|$14.0M|$2.1M|$0|

| 2023|366|$11.1M|$1.7M|$0|

| 2022|291|$8.0M|$2.0M|$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|

| JOHN HANCOCK RETIREMENT|Other Service Provider|$53,043|—|$53,043|

| UMR|Other Service Provider|$17,000|—|$17,000|

| STANDARD VALUATIONS INC|Other Service Provider|$12,467|—|$12,467|

| LEDBETTER PARTNERS LLC|Other Service Provider|$12,114|—|$12,114|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $94,624

- **Estimated Expense Ratio:** 0.674% 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|$111,878|$12,467|$17,000|$5,000|—|

| 2023|$101,410|$12,500|$14,057|$5,000|—|

| 2022|$90,594|$9,500|$15,466|—|$11,250|

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