Plan Snapshot
- Plan Sponsor: Board Of Trustees - Plumbers And Steamfitters Local No. 177 Pension
- Sponsor EIN: 581359382
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 37070
- Plan Type: DC
- Total Participants: 211
- Total Assets: $23.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 211 | $23.8M | $1.5M | $0 |
| 2023 | 212 | $21.8M | $1.3M | $0 |
| 2022 | 213 | $19.3M | $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 |
|---|---|---|---|---|
| DANIELS, IRWIN & AYLOR | Auditor | $11,275 | — | $11,275 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANIELS, IRWIN & AYLOR — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,275
- Estimated Expense Ratio: 0.047% 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 | $102,145 | $43,073 | $31,800 | $11,275 | — |
| 2023 | $103,363 | $38,509 | $30,000 | $10,100 | — |
| 2022 | $94,432 | $37,612 | $30,000 | — | $10,275 |