Plan Snapshot
- Plan Sponsor: Board Of Trustees Plumbers Local 27 Retirement Fund
- Sponsor EIN: 256110016
- Sponsor Address: 232 WISE ROAD, HARMONY, PA, 16037
- Plan Type: DC
- Total Participants: 668
- Total Assets: $130.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 668 | $130.7M | $4.0M | $63,128 |
| 2023 | 707 | $124.0M | $3.4M | $58,767 |
| 2022 | 594 | $112.5M | $3.5M | $61,138 |
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 |
|---|---|---|---|---|
| NEWPORT TRUST COMPANY | NONE | $58,019 | — | $58,019 |
| CDS ADMINISTRATORS | NONE | $48,500 | — | $48,500 |
| SEGAL MARCO ADVISORS | NONE | $35,000 | — | $35,000 |
| CYPHER & CYPHER | NONE | $9,165 | — | $9,165 |
| JUBELIRER PASS & INTRIERI P.C. | NONE | $7,077 | — | $7,077 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $157,761
- Estimated Expense Ratio: 0.121% 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 | $181,785 | — | $48,500 | $9,165 | — |
| 2023 | $265,738 | — | $47,200 | $9,229 | — |
| 2022 | $229,912 | $144,380 | $41,983 | — | $24,704 |