# Board Of Trustees Plumbers Local 27 Retirement Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-plumbers-local-27-retirement-fund-plan

> Board Of Trustees Plumbers Local 27 Retirement Fund's DC plan: 668 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 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|

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